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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 | $49,375 | $167,352-70.5% | $143,788-65.7% | $134,509-63.3% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | 4.81% | 0.47%+4.3pp | -0.03%+4.8pp | 418.13%-413.3pp |
| Employer contribution / active EE | $665 | $5,620-88.2% | $4,952-86.6% | $4,741-86.0% |
| Participant deferral / active EE | $2,661 | $6,447-58.7% | $5,638-52.8% | $6,400-58.4% |
| Admin fee / account holder | $312 | $18,091-98.3% | $14,675-97.9% | $11,427-97.3% |