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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 | $70,145 | $197,625-64.5% | $177,840-60.6% | $158,966-55.9% |
| Participation rate | 55.6% | 88.5%-33.0pp | 87.7%-32.2pp | 82.0%-26.4pp |
| Annual return | 15.66% | 58.76%-43.1pp | 48.32%-32.7pp | 302.95%-287.3pp |
| Employer contribution / active EE | $1,034 | $6,698-84.6% | $5,919-82.5% | $4,762-78.3% |
| Participant deferral / active EE | $10,038 | $8,405+19.4% | $7,714+30.1% | $5,983+67.8% |
| Admin fee / account holder | $5,728 | $15,405-62.8% | $12,431-53.9% | $11,250-49.1% |