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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 | $62,758 | $176,105-64.4% | $159,474-60.6% | $167,536-62.5% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 10.02% | 331.91%-321.9pp | 263.68%-253.7pp | 478.82%-468.8pp |
| Employer contribution / active EE | $614 | $5,299-88.4% | $4,831-87.3% | $4,839-87.3% |
| Participant deferral / active EE | $9,196 | $7,751+18.6% | $7,353+25.1% | $6,342+45.0% |
| Admin fee / account holder | $1,065 | $12,559-91.5% | $10,802-90.1% | $12,315-91.3% |