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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 | $78,709 | $185,883-57.7% | $170,043-53.7% | $139,466-43.6% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 22.89% | 60.54%-37.7pp | 53.40%-30.5pp | 373.66%-350.8pp |
| Employer contribution / active EE | $720 | $7,596-90.5% | $6,790-89.4% | $4,754-84.9% |
| Participant deferral / active EE | $7,200 | $11,626-38.1% | $10,410-30.8% | $6,712+7.3% |
| Admin fee / account holder | $697 | $15,393-95.5% | $12,824-94.6% | $11,409-93.9% |