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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 | $52,594 | $160,070-67.1% | $147,117-64.3% | $145,897-64.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.85% | 98.69%-86.8pp | 420.54%-408.7pp | 552.29%-540.4pp |
| Employer contribution / active EE | $518 | $5,285-90.2% | $4,932-89.5% | $4,663-88.9% |
| Participant deferral / active EE | $7,836 | $8,419-6.9% | $8,065-2.8% | $6,689+17.1% |
| Admin fee / account holder | $541 | $15,035-96.4% | $12,993-95.8% | $13,390-96.0% |