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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 | $51,149 | $197,637-74.1% | $177,848-71.2% | $158,982-67.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 267.62% | 58.77%+208.9pp | 48.33%+219.3pp | 302.99%-35.4pp |
| Employer contribution / active EE | $880 | $6,698-86.9% | $5,919-85.1% | $4,763-81.5% |
| Participant deferral / active EE | $9,500 | $8,405+13.0% | $7,714+23.2% | $5,983+58.8% |
| Admin fee / account holder | $776 | $15,406-95.0% | $12,431-93.8% | $11,252-93.1% |