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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 | $32,070 | $172,111-81.4% | $150,298-78.7% | $137,256-76.6% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 22.40% | 69.37%-47.0pp | 62.79%-40.4pp | 220.34%-197.9pp |
| Employer contribution / active EE | $624 | $4,636-86.5% | $4,154-85.0% | $4,156-85.0% |
| Participant deferral / active EE | $3,151 | $6,166-48.9% | $5,453-42.2% | $6,407-50.8% |
| Admin fee / account holder | $449 | $16,471-97.3% | $14,116-96.8% | $12,270-96.3% |