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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 | $103,883 | $160,070-35.1% | $147,117-29.4% | $145,897-28.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.79% | 98.69%-87.9pp | 420.54%-409.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $832 | $5,285-84.3% | $4,932-83.1% | $4,663-82.2% |
| Participant deferral / active EE | $7,551 | $8,419-10.3% | $8,065-6.4% | $6,689+12.9% |
| Admin fee / account holder | $19,338 | $15,035+28.6% | $12,993+48.8% | $13,390+44.4% |