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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 | $66,505 | $65,575+1.4% | $86,209-22.9% | $75,181-11.5% |
| Participation rate | 69.2% | 60.5%+8.7pp | 69.0%+0.3pp | 67.2%+2.0pp |
| Annual return | 17.11% | 46.07%-29.0pp | 1169.05%-1151.9pp | 160.69%-143.6pp |
| Employer contribution / active EE | $246 | $1,553-84.1% | $2,381-89.7% | $2,671-90.8% |
| Participant deferral / active EE | $2,223 | $3,023-26.5% | $3,986-44.2% | $4,126-46.1% |
| Admin fee / account holder | $792 | $5,470-85.5% | $6,853-88.4% | $5,650-86.0% |