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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 | $60,280 | $208,088-71.0% | $186,193-67.6% | $154,746-61.0% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.1%-14.6pp | 80.7%-18.2pp |
| Annual return | 13.65% | 89.97%-76.3pp | 78.03%-64.4pp | 172.34%-158.7pp |
| Employer contribution / active EE | $429 | $4,340-90.1% | $3,918-89.0% | $4,379-90.2% |
| Participant deferral / active EE | $1,466 | $7,078-79.3% | $6,513-77.5% | $6,730-78.2% |
| Admin fee / account holder | $1,245 | $11,698-89.4% | $11,058-88.7% | $14,365-91.3% |