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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 | $90,423 | $197,603-54.2% | $177,827-49.2% | $158,950-43.1% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 10.10% | 58.76%-48.7pp | 48.32%-38.2pp | 302.91%-292.8pp |
| Employer contribution / active EE | $194 | $6,698-97.1% | $5,918-96.7% | $4,762-95.9% |
| Participant deferral / active EE | $6,838 | $8,404-18.6% | $7,713-11.4% | $5,983+14.3% |
| Admin fee / account holder | $25,020 | $15,402+62.4% | $12,429+101.3% | $11,248+122.4% |