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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 | $100,771 | $209,336-51.9% | $197,124-48.9% | $137,256-26.6% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 22.27% | 48.09%-25.8pp | 44.34%-22.1pp | 220.34%-198.1pp |
| Employer contribution / active EE | $646 | $6,591-90.2% | $6,227-89.6% | $4,156-84.5% |
| Participant deferral / active EE | $21,607 | $9,614+124.7% | $9,135+136.5% | $6,407+237.3% |
| Admin fee / account holder | $712 | $17,308-95.9% | $16,298-95.6% | $12,270-94.2% |