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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 | $63,547 | $175,257-63.7% | $149,717-57.6% | $139,456-54.4% |
| Participation rate | 69.2% | 83.4%-14.2pp | 78.8%-9.5pp | 80.3%-11.1pp |
| Annual return | 26.43% | 166.70%-140.3pp | 134.41%-108.0pp | 373.45%-347.0pp |
| Employer contribution / active EE | $859 | $5,477-84.3% | $4,820-82.2% | $4,753-81.9% |
| Participant deferral / active EE | $4,986 | $6,521-23.5% | $5,682-12.2% | $6,711-25.7% |
| Admin fee / account holder | $1,418 | $16,156-91.2% | $13,213-89.3% | $11,407-87.6% |