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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 | $64,095 | $148,582-56.9% | $135,942-52.9% | $139,456-54.0% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 42.58% | 79.26%-36.7pp | 68.28%-25.7pp | 373.45%-330.9pp |
| Employer contribution / active EE | $839 | $5,245-84.0% | $4,858-82.7% | $4,753-82.3% |
| Participant deferral / active EE | $11,900 | $8,101+46.9% | $7,759+53.4% | $6,711+77.3% |
| Admin fee / account holder | $473 | $12,402-96.2% | $10,764-95.6% | $11,407-95.9% |