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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 | $54,773 | $201,344-72.8% | $184,243-70.3% | $145,877-62.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 13.61% | 29.01%-15.4pp | 28.82%-15.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $831 | $7,022-88.2% | $6,427-87.1% | $4,663-82.2% |
| Participant deferral / active EE | $5,752 | $9,807-41.3% | $9,132-37.0% | $6,691-14.0% |
| Admin fee / account holder | $9,827 | $16,382-40.0% | $13,914-29.4% | $13,402-26.7% |