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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 | $112,606 | $160,028-29.6% | $147,080-23.4% | $145,884-22.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.35% | 98.60%-88.2pp | 420.17%-409.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $586 | $5,286-88.9% | $4,933-88.1% | $4,662-87.4% |
| Participant deferral / active EE | $7,124 | $8,422-15.4% | $8,066-11.7% | $6,690+6.5% |
| Admin fee / account holder | $6,245 | $15,030-58.4% | $12,989-51.9% | $13,392-53.4% |