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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 | $208,088-49.2% | $186,193-43.3% | $154,746-31.7% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 16.17% | 89.97%-73.8pp | 78.03%-61.9pp | 172.34%-156.2pp |
| Employer contribution / active EE | $173 | $4,340-96.0% | $3,918-95.6% | $4,379-96.0% |
| Participant deferral / active EE | $3,975 | $7,078-43.8% | $6,513-39.0% | $6,730-40.9% |
| Admin fee / account holder | $1,460 | $11,698-87.5% | $11,058-86.8% | $14,365-89.8% |