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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 | $87,984 | $197,637-55.5% | $177,848-50.5% | $158,982-44.7% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 7.61% | 58.77%-51.2pp | 48.33%-40.7pp | 302.99%-295.4pp |
| Employer contribution / active EE | $1,412 | $6,698-78.9% | $5,919-76.1% | $4,763-70.4% |
| Participant deferral / active EE | $17,985 | $8,405+114.0% | $7,714+133.2% | $5,983+200.6% |
| Admin fee / account holder | $977 | $15,406-93.7% | $12,431-92.1% | $11,252-91.3% |