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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 | $63,353 | $201,370-68.5% | $184,256-65.6% | $145,897-56.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 16.95% | 29.05%-12.1pp | 28.85%-11.9pp | 552.29%-535.3pp |
| Employer contribution / active EE | $985 | $7,024-86.0% | $6,427-84.7% | $4,663-78.9% |
| Participant deferral / active EE | $4,240 | $9,808-56.8% | $9,133-53.6% | $6,689-36.6% |
| Admin fee / account holder | $737 | $16,364-95.5% | $13,899-94.7% | $13,390-94.5% |