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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 | $89,638 | $185,312-51.6% | $161,489-44.5% | $154,746-42.1% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 11.29% | 103.84%-92.6pp | 89.72%-78.4pp | 172.34%-161.1pp |
| Employer contribution / active EE | $552 | $4,769-88.4% | $4,268-87.1% | $4,379-87.4% |
| Participant deferral / active EE | $6,530 | $6,350+2.8% | $5,630+16.0% | $6,730-3.0% |
| Admin fee / account holder | $337 | $18,654-98.2% | $16,006-97.9% | $14,365-97.7% |