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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 | $51,089 | $111,830-54.3% | $93,696-45.5% | $145,884-65.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 11.94% | 204.08%-192.1pp | 133.74%-121.8pp | 551.85%-539.9pp |
| Employer contribution / active EE | $389 | $3,093-87.4% | $2,422-84.0% | $4,662-91.7% |
| Participant deferral / active EE | $2,419 | $4,920-50.8% | $4,417-45.2% | $6,690-63.8% |
| Admin fee / account holder | $847 | $10,249-91.7% | $8,287-89.8% | $13,392-93.7% |