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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 | $77,336 | $201,370-61.6% | $184,256-58.0% | $145,897-47.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 29.99% | 29.05%+0.9pp | 28.85%+1.1pp | 552.29%-522.3pp |
| Employer contribution / active EE | $1,333 | $7,024-81.0% | $6,427-79.3% | $4,663-71.4% |
| Participant deferral / active EE | $5,333 | $9,808-45.6% | $9,133-41.6% | $6,689-20.3% |
| Admin fee / account holder | $578 | $16,364-96.5% | $13,899-95.8% | $13,390-95.7% |