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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 | $99,497 | $144,130-31.0% | $117,860-15.6% | $147,585-32.6% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 21.39% | 531.20%-509.8pp | 335.10%-313.7pp | 578.58%-557.2pp |
| Employer contribution / active EE | $824 | $4,897-83.2% | $3,786-78.2% | $4,876-83.1% |
| Participant deferral / active EE | $9,424 | $5,316+77.3% | $4,482+110.3% | $5,439+73.3% |
| Admin fee / account holder | $1,139 | $10,887-89.5% | $8,021-85.8% | $10,886-89.5% |