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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 | $34,471 | $197,603-82.6% | $177,827-80.6% | $158,950-78.3% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.7%-30.6pp | 82.0%-24.8pp |
| Annual return | 66.35% | 58.76%+7.6pp | 48.32%+18.0pp | 302.91%-236.6pp |
| Employer contribution / active EE | $804 | $6,698-88.0% | $5,918-86.4% | $4,762-83.1% |
| Participant deferral / active EE | $6,351 | $8,404-24.4% | $7,713-17.7% | $5,983+6.2% |
| Admin fee / account holder | $309 | $15,402-98.0% | $12,429-97.5% | $11,248-97.3% |