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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 | $275,752-63.5% | $256,809-60.8% | $198,609-49.3% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 22.27% | 34.81%-12.5pp | 32.73%-10.5pp | 202.70%-180.4pp |
| Employer contribution / active EE | $646 | $7,721-91.6% | $7,263-91.1% | $5,055-87.2% |
| Participant deferral / active EE | $21,607 | $10,037+115.3% | $9,520+127.0% | $6,977+209.7% |
| Admin fee / account holder | $712 | $25,716-97.2% | $25,146-97.2% | $19,030-96.3% |