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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 | $85,700 | $162,821-47.4% | $133,978-36.0% | $158,982-46.1% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 14.74% | 41.95%-27.2pp | 45.10%-30.4pp | 302.99%-288.2pp |
| Employer contribution / active EE | $194 | $4,976-96.1% | $3,919-95.0% | $4,763-95.9% |
| Participant deferral / active EE | $1,886 | $5,910-68.1% | $5,047-62.6% | $5,983-68.5% |
| Admin fee / account holder | $18,854 | $11,742+60.6% | $8,930+111.1% | $11,252+67.6% |