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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 | $65,714 | $201,344-67.4% | $184,243-64.3% | $145,877-55.0% |
| Participation rate | 16.7% | 87.5%-70.8pp | 86.8%-70.2pp | 80.3%-63.6pp |
| Annual return | 22.03% | 29.01%-7.0pp | 28.82%-6.8pp | 551.28%-529.3pp |
| Employer contribution / active EE | $692 | $7,022-90.1% | $6,427-89.2% | $4,663-85.2% |
| Participant deferral / active EE | $4,052 | $9,807-58.7% | $9,132-55.6% | $6,691-39.4% |
| Admin fee / account holder | $1,580 | $16,382-90.4% | $13,914-88.6% | $13,402-88.2% |