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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 | $136,918 | $157,829-13.2% | $136,8670% | $198,609-31.1% |
| Participation rate | 66.7% | 77.2%-10.5pp | 74.5%-7.9pp | 82.4%-15.7pp |
| Annual return | 20.95% | 51.25%-30.3pp | 42.97%-22.0pp | 202.70%-181.7pp |
| Employer contribution / active EE | $652 | $3,923-83.4% | $3,547-81.6% | $5,055-87.1% |
| Participant deferral / active EE | $9,801 | $5,463+79.4% | $4,924+99.1% | $6,977+40.5% |
| Admin fee / account holder | $9,646 | $11,107-13.2% | $10,340-6.7% | $19,030-49.3% |