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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 | $62,266 | $166,020-62.5% | $164,866-62.2% | $145,959-57.3% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.1pp |
| Annual return | 42.48% | 100.08%-57.6pp | 69.97%-27.5pp | 561.95%-519.5pp |
| Employer contribution / active EE | $316 | $5,275-94.0% | $4,343-92.7% | $4,661-93.2% |
| Participant deferral / active EE | $6,875 | $6,961-1.2% | $6,033+14.0% | $6,689+2.8% |
| Admin fee / account holder | $6,160 | $16,644-63.0% | $12,689-51.5% | $13,398-54.0% |