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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 | $223,823-55.0% | $211,142-52.3% | $154,746-34.9% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 22.27% | 50.39%-28.1pp | 46.84%-24.6pp | 172.34%-150.1pp |
| Employer contribution / active EE | $646 | $6,787-90.5% | $6,442-90.0% | $4,379-85.2% |
| Participant deferral / active EE | $21,607 | $9,750+121.6% | $9,284+132.7% | $6,730+221.0% |
| Admin fee / account holder | $712 | $19,707-96.4% | $19,076-96.3% | $14,365-95.0% |