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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 | $86,760 | $183,592-52.7% | $155,567-44.2% | $145,959-40.6% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 11.78% | 61.24%-49.5pp | 64.74%-53.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $482 | $5,315-90.9% | $4,674-89.7% | $4,661-89.7% |
| Participant deferral / active EE | $5,935 | $6,464-8.2% | $5,628+5.5% | $6,689-11.3% |
| Admin fee / account holder | $669 | $19,318-96.5% | $15,916-95.8% | $13,398-95.0% |