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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 | $50,622 | $160,070-68.4% | $147,117-65.6% | $145,897-65.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.85% | 98.69%-88.8pp | 420.54%-410.7pp | 552.29%-542.4pp |
| Employer contribution / active EE | $880 | $5,285-83.3% | $4,932-82.2% | $4,663-81.1% |
| Participant deferral / active EE | $11,023 | $8,419+30.9% | $8,065+36.7% | $6,689+64.8% |
| Admin fee / account holder | $595 | $15,035-96.0% | $12,993-95.4% | $13,390-95.6% |