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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 | $108,036 | $108,911-0.8% | $100,392+7.6% | $145,884-25.9% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 10.78% | 58.23%-47.4pp | 49.45%-38.7pp | 551.85%-541.1pp |
| Employer contribution / active EE | $238 | $4,420-94.6% | $3,941-94.0% | $4,662-94.9% |
| Participant deferral / active EE | $4,373 | $8,459-48.3% | $8,090-45.9% | $6,690-34.6% |
| Admin fee / account holder | $3,637 | $9,698-62.5% | $7,904-54.0% | $13,392-72.8% |