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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 | $183,516-52.7% | $155,534-44.2% | $145,884-40.5% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 11.78% | 61.43%-49.6pp | 64.92%-53.1pp | 551.85%-540.1pp |
| Employer contribution / active EE | $482 | $5,315-90.9% | $4,675-89.7% | $4,662-89.7% |
| Participant deferral / active EE | $5,935 | $6,467-8.2% | $5,630+5.4% | $6,690-11.3% |
| Admin fee / account holder | $669 | $19,293-96.5% | $15,900-95.8% | $13,392-95.0% |