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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 | $47,998 | $154,209-68.9% | $130,062-63.1% | $139,487-65.6% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.5%-45.2pp | 80.3%-47.0pp |
| Annual return | 18.45% | 32.52%-14.1pp | -137.37%+155.8pp | 373.84%-355.4pp |
| Employer contribution / active EE | $671 | $5,292-87.3% | $4,322-84.5% | $4,755-85.9% |
| Participant deferral / active EE | $7,500 | $6,709+11.8% | $5,821+28.9% | $6,713+11.7% |
| Admin fee / account holder | $479 | $13,988-96.6% | $10,601-95.5% | $11,407-95.8% |