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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 | $71,637 | $70,366+1.8% | $66,674+7.4% | $138,895-48.4% |
| Participation rate | 7.1% | 76.2%-69.0pp | 73.7%-66.5pp | 79.9%-72.8pp |
| Annual return | 16.85% | 386.41%-369.6pp | 321.24%-304.4pp | 145.39%-128.5pp |
| Employer contribution / active EE | $308 | $2,765-88.9% | $2,620-88.3% | $4,194-92.7% |
| Participant deferral / active EE | $769 | $4,374-82.4% | $4,084-81.2% | $6,396-88.0% |
| Admin fee / account holder | $756 | $5,262-85.6% | $5,098-85.2% | $12,562-94.0% |