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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 | $86,372 | $197,603-56.3% | $177,827-51.4% | $158,950-45.7% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 19.86% | 58.76%-38.9pp | 48.32%-28.5pp | 302.91%-283.0pp |
| Employer contribution / active EE | $1,440 | $6,698-78.5% | $5,918-75.7% | $4,762-69.8% |
| Participant deferral / active EE | $10,425 | $8,404+24.0% | $7,713+35.2% | $5,983+74.3% |
| Admin fee / account holder | $587 | $15,402-96.2% | $12,429-95.3% | $11,248-94.8% |