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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 | $43,244 | $148,623-70.9% | $135,974-68.2% | $139,466-69.0% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 15.15% | 79.30%-64.2pp | 68.30%-53.2pp | 373.66%-358.5pp |
| Employer contribution / active EE | $667 | $5,246-87.3% | $4,859-86.3% | $4,754-86.0% |
| Participant deferral / active EE | $8,932 | $8,103+10.2% | $7,760+15.1% | $6,712+33.1% |
| Admin fee / account holder | $13,683 | $12,406+10.3% | $10,767+27.1% | $11,409+19.9% |