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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 | $71,717 | $196,972-63.6% | $182,262-60.7% | $198,609-63.9% |
| Participation rate | 14.3% | 85.7%-71.4pp | 84.2%-69.9pp | 82.4%-68.1pp |
| Annual return | 5.78% | 158.27%-152.5pp | 140.60%-134.8pp | 202.70%-196.9pp |
| Employer contribution / active EE | $800 | $5,364-85.1% | $5,046-84.1% | $5,055-84.2% |
| Participant deferral / active EE | $4,429 | $8,643-48.8% | $8,276-46.5% | $6,977-36.5% |
| Admin fee / account holder | $205,509 | $18,429+1015.2% | $16,712+1129.7% | $19,030+979.9% |