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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 | $66,919 | $185,312-63.9% | $161,489-58.6% | $154,746-56.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 14.31% | 103.84%-89.5pp | 89.72%-75.4pp | 172.34%-158.0pp |
| Employer contribution / active EE | $807 | $4,769-83.1% | $4,268-81.1% | $4,379-81.6% |
| Participant deferral / active EE | $4,717 | $6,350-25.7% | $5,630-16.2% | $6,730-29.9% |
| Admin fee / account holder | $690 | $18,654-96.3% | $16,006-95.7% | $14,365-95.2% |