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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 | $47,603 | $227,399-79.1% | $189,758-74.9% | $198,609-76.0% |
| Participation rate | 63.6% | 84.0%-20.4pp | 79.8%-16.2pp | 82.4%-18.7pp |
| Annual return | 23.82% | 61.03%-37.2pp | 52.62%-28.8pp | 202.70%-178.9pp |
| Employer contribution / active EE | $987 | $5,526-82.1% | $4,767-79.3% | $5,055-80.5% |
| Participant deferral / active EE | $7,178 | $6,837+5.0% | $5,856+22.6% | $6,977+2.9% |
| Admin fee / account holder | $303 | $25,162-98.8% | $20,388-98.5% | $19,030-98.4% |