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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 | $32,775 | $160,028-79.5% | $147,080-77.7% | $145,884-77.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 21.31% | 98.60%-77.3pp | 420.17%-398.9pp | 551.85%-530.5pp |
| Employer contribution / active EE | $755 | $5,286-85.7% | $4,933-84.7% | $4,662-83.8% |
| Participant deferral / active EE | $12,376 | $8,422+46.9% | $8,066+53.4% | $6,690+85.0% |
| Admin fee / account holder | $1,735 | $15,030-88.5% | $12,989-86.6% | $13,392-87.0% |