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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 | $54,711 | $148,623-63.2% | $135,974-59.8% | $139,466-60.8% |
| Participation rate | 65.2% | 83.9%-18.6pp | 81.9%-16.7pp | 80.3%-15.1pp |
| Annual return | 17.05% | 79.30%-62.2pp | 68.30%-51.3pp | 373.66%-356.6pp |
| Employer contribution / active EE | $400 | $5,246-92.4% | $4,859-91.8% | $4,754-91.6% |
| Participant deferral / active EE | $3,975 | $8,103-50.9% | $7,760-48.8% | $6,712-40.8% |
| Admin fee / account holder | $725 | $12,406-94.2% | $10,767-93.3% | $11,409-93.6% |