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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 | $201,264-61.6% | $184,185-58.0% | $145,978-47.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 29.99% | 29.00%+1.0pp | 28.81%+1.2pp | 550.52%-520.5pp |
| Employer contribution / active EE | $1,333 | $7,021-81.0% | $6,426-79.2% | $4,662-71.4% |
| Participant deferral / active EE | $5,333 | $9,806-45.6% | $9,132-41.6% | $6,690-20.3% |
| Admin fee / account holder | $578 | $16,376-96.5% | $13,909-95.8% | $13,400-95.7% |