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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 | $160,040-79.5% | $147,096-77.7% | $145,877-77.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 21.31% | 98.49%-77.2pp | 419.75%-398.4pp | 551.28%-530.0pp |
| Employer contribution / active EE | $755 | $5,289-85.7% | $4,936-84.7% | $4,663-83.8% |
| Participant deferral / active EE | $12,376 | $8,429+46.8% | $8,071+53.3% | $6,691+85.0% |
| Admin fee / account holder | $1,735 | $15,050-88.5% | $13,005-86.7% | $13,402-87.1% |