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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 | $44,613 | $183,516-75.7% | $155,534-71.3% | $145,884-69.4% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 15.53% | 61.43%-45.9pp | 64.92%-49.4pp | 551.85%-536.3pp |
| Employer contribution / active EE | $40 | $5,315-99.3% | $4,675-99.1% | $4,662-99.1% |
| Participant deferral / active EE | $8,219 | $6,467+27.1% | $5,630+46.0% | $6,690+22.9% |
| Admin fee / account holder | $978 | $19,293-94.9% | $15,900-93.8% | $13,392-92.7% |