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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 | $69,992 | $197,625-64.6% | $177,840-60.6% | $158,966-56.0% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.7%-25.2pp | 82.0%-19.5pp |
| Annual return | 21.10% | 58.76%-37.7pp | 48.32%-27.2pp | 302.95%-281.8pp |
| Employer contribution / active EE | $626 | $6,698-90.7% | $5,919-89.4% | $4,762-86.9% |
| Participant deferral / active EE | $7,781 | $8,405-7.4% | $7,714+0.9% | $5,983+30.0% |
| Admin fee / account holder | $6,277 | $15,405-59.3% | $12,431-49.5% | $11,250-44.2% |