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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 | $50,995 | $197,603-74.2% | $177,827-71.3% | $158,950-67.9% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 48.56% | 58.76%-10.2pp | 48.32%+0.2pp | 302.91%-254.3pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,800 | $8,404-19.1% | $7,713-11.8% | $5,983+13.7% |
| Admin fee / account holder | $18,165 | $15,402+17.9% | $12,429+46.2% | $11,248+61.5% |