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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 | $85,150 | $183,539-53.6% | $155,556-45.3% | $145,897-41.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 22.18% | 61.31%-39.1pp | 64.84%-42.7pp | 552.29%-530.1pp |
| Employer contribution / active EE | $853 | $5,315-83.9% | $4,675-81.7% | $4,663-81.7% |
| Participant deferral / active EE | $5,060 | $6,467-21.8% | $5,631-10.1% | $6,689-24.4% |
| Admin fee / account holder | $2,206 | $19,275-88.6% | $15,885-86.1% | $13,390-83.5% |