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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 | $43,791 | $183,988-76.2% | $162,177-73.0% | $152,897-71.4% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 14.11% | 150.79%-136.7pp | 115.60%-101.5pp | 345.43%-331.3pp |
| Employer contribution / active EE | $1,064 | $6,370-83.3% | $5,613-81.0% | $4,764-77.7% |
| Participant deferral / active EE | $12,237 | $8,032+52.3% | $7,297+67.7% | $5,851+109.1% |
| Admin fee / account holder | $21,087 | $13,123+60.7% | $10,843+94.5% | $11,599+81.8% |