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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,190 | $202,342-73.7% | $172,752-69.2% | $152,897-65.2% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 18.55% | 1029.83%-1011.3pp | 802.97%-784.4pp | 345.43%-326.9pp |
| Employer contribution / active EE | $724 | $5,858-87.6% | $5,144-85.9% | $4,764-84.8% |
| Participant deferral / active EE | $6,428 | $5,948+8.1% | $5,198+23.7% | $5,851+9.9% |
| Admin fee / account holder | $666 | $17,111-96.1% | $13,955-95.2% | $11,599-94.3% |