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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 | $48,857 | $160,028-69.5% | $147,080-66.8% | $145,884-66.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.88% | 98.60%-87.7pp | 420.17%-409.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $614 | $5,286-88.4% | $4,933-87.5% | $4,662-86.8% |
| Participant deferral / active EE | $11,000 | $8,422+30.6% | $8,066+36.4% | $6,690+64.4% |
| Admin fee / account holder | $2,467 | $15,030-83.6% | $12,989-81.0% | $13,392-81.6% |