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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 | $51,888 | $165,381-68.6% | $149,730-65.3% | $158,966-67.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 8.44% | 348.29%-339.8pp | 276.70%-268.3pp | 302.95%-294.5pp |
| Employer contribution / active EE | $748 | $5,104-85.4% | $4,645-83.9% | $4,762-84.3% |
| Participant deferral / active EE | $6,182 | $7,182-13.9% | $6,843-9.7% | $5,983+3.3% |
| Admin fee / account holder | $426 | $10,809-96.1% | $9,310-95.4% | $11,250-96.2% |