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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 | $89,602 | $112,933-20.7% | $90,970-1.5% | $158,982-43.6% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 11.75% | 215.82%-204.1pp | 134.60%-122.8pp | 302.99%-291.2pp |
| Employer contribution / active EE | $313 | $2,893-89.2% | $2,122-85.2% | $4,763-93.4% |
| Participant deferral / active EE | $3,525 | $4,128-14.6% | $3,373+4.5% | $5,983-41.1% |
| Admin fee / account holder | $6,381 | $8,047-20.7% | $5,961+7.0% | $11,252-43.3% |