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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 | $90,970 | $105,158-13.5% | $94,672-3.9% | $139,487-34.8% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 13.75% | 38.11%-24.4pp | 156.89%-143.1pp | 373.84%-360.1pp |
| Employer contribution / active EE | $231 | $4,107-94.4% | $3,673-93.7% | $4,755-95.1% |
| Participant deferral / active EE | $4,182 | $7,599-45.0% | $7,417-43.6% | $6,713-37.7% |
| Admin fee / account holder | $670 | $8,972-92.5% | $7,222-90.7% | $11,407-94.1% |