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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 | $105,653 | $180,749-41.5% | $160,784-34.3% | $137,256-23.0% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 16.17% | 2234.46%-2218.3pp | 1803.92%-1787.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $173 | $4,155-95.8% | $3,733-95.4% | $4,156-95.8% |
| Participant deferral / active EE | $3,975 | $6,844-41.9% | $6,293-36.8% | $6,407-38.0% |
| Admin fee / account holder | $1,460 | $10,397-86.0% | $9,717-85.0% | $12,270-88.1% |