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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 | $51,488 | $125,190-58.9% | $105,624-51.3% | $145,897-64.7% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 14.56% | 225.22%-210.7pp | 116.20%-101.6pp | 552.29%-537.7pp |
| Employer contribution / active EE | $340 | $3,720-90.9% | $3,168-89.3% | $4,663-92.7% |
| Participant deferral / active EE | $2,109 | $5,716-63.1% | $5,013-57.9% | $6,689-68.5% |
| Admin fee / account holder | $559 | $17,138-96.7% | $10,961-94.9% | $13,390-95.8% |