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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 | $140,770 | $228,352-38.4% | $185,835-24.2% | $158,966-11.4% |
| Participation rate | 61.5% | 82.3%-20.8pp | 78.0%-16.5pp | 82.0%-20.4pp |
| Annual return | 11.66% | 40.81%-29.2pp | 35.96%-24.3pp | 302.95%-291.3pp |
| Employer contribution / active EE | $223 | $4,967-95.5% | $4,087-94.5% | $4,762-95.3% |
| Participant deferral / active EE | $5,997 | $6,416-6.5% | $5,633+6.5% | $5,983+0.2% |
| Admin fee / account holder | $690 | $11,867-94.2% | $9,502-92.7% | $11,250-93.9% |