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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 | $131,217 | $197,637-33.6% | $177,848-26.2% | $158,982-17.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 17.20% | 58.77%-41.6pp | 48.33%-31.1pp | 302.99%-285.8pp |
| Employer contribution / active EE | $1,029 | $6,698-84.6% | $5,919-82.6% | $4,763-78.4% |
| Participant deferral / active EE | $6,887 | $8,405-18.1% | $7,714-10.7% | $5,983+15.1% |
| Admin fee / account holder | $1,904 | $15,406-87.6% | $12,431-84.7% | $11,252-83.1% |