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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 | $85,047 | $141,004-39.7% | $112,273-24.2% | $139,466-39.0% |
| Participation rate | 60.0% | 79.2%-19.2pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 15.38% | 32.75%-17.4pp | 30.23%-14.8pp | 373.66%-358.3pp |
| Employer contribution / active EE | $800 | $4,285-81.3% | $3,431-76.7% | $4,754-83.2% |
| Participant deferral / active EE | $12,000 | $5,878+104.2% | $4,800+150.0% | $6,712+78.8% |
| Admin fee / account holder | $667 | $9,959-93.3% | $7,752-91.4% | $11,409-94.2% |