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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 | $106,048 | $157,304-32.6% | $141,197-24.9% | $152,909-30.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 19.03% | 64.34%-45.3pp | 71.41%-52.4pp | 345.46%-326.4pp |
| Employer contribution / active EE | $678 | $5,263-87.1% | $4,736-85.7% | $4,764-85.8% |
| Participant deferral / active EE | $3,528 | $7,111-50.4% | $6,710-47.4% | $5,851-39.7% |
| Admin fee / account holder | $12,910 | $12,126+6.5% | $10,265+25.8% | $11,601+11.3% |