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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 | $94,936 | $226,105-58.0% | $182,540-48.0% | $152,897-37.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 18.19% | 192.58%-174.4pp | 148.58%-130.4pp | 345.43%-327.2pp |
| Employer contribution / active EE | $403 | $4,978-91.9% | $4,076-90.1% | $4,764-91.5% |
| Participant deferral / active EE | $5,734 | $6,370-10.0% | $5,525+3.8% | $5,851-2.0% |
| Admin fee / account holder | $11,017 | $10,706+2.9% | $8,593+28.2% | $11,599-5.0% |