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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 | $97,439 | $132,634-26.5% | $115,768-15.8% | $137,256-29.0% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 9.85% | 160.70%-150.8pp | 100.46%-90.6pp | 220.34%-210.5pp |
| Employer contribution / active EE | $444 | $3,360-86.8% | $2,940-84.9% | $4,156-89.3% |
| Participant deferral / active EE | $1,788 | $5,619-68.2% | $4,917-63.6% | $6,407-72.1% |
| Admin fee / account holder | $17,433 | $15,028+16.0% | $12,439+40.1% | $12,270+42.1% |