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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 | $84,983 | $197,637-57.0% | $177,848-52.2% | $158,982-46.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 19.29% | 58.77%-39.5pp | 48.33%-29.0pp | 302.99%-283.7pp |
| Employer contribution / active EE | $1,239 | $6,698-81.5% | $5,919-79.1% | $4,763-74.0% |
| Participant deferral / active EE | $13,000 | $8,405+54.7% | $7,714+68.5% | $5,983+117.3% |
| Admin fee / account holder | $701 | $15,406-95.4% | $12,431-94.4% | $11,252-93.8% |