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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 | $80,912 | $157,276-48.6% | $141,177-42.7% | $152,885-47.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 20.76% | 64.33%-43.6pp | 71.40%-50.6pp | 345.39%-324.6pp |
| Employer contribution / active EE | $900 | $5,262-82.9% | $4,736-81.0% | $4,763-81.1% |
| Participant deferral / active EE | $7,300 | $7,110+2.7% | $6,710+8.8% | $5,851+24.8% |
| Admin fee / account holder | $622 | $12,123-94.9% | $10,263-93.9% | $11,598-94.6% |