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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 | $42,939 | $227,399-81.1% | $189,758-77.4% | $198,609-78.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 20.15% | 61.03%-40.9pp | 52.62%-32.5pp | 202.70%-182.6pp |
| Employer contribution / active EE | $1,480 | $5,526-73.2% | $4,767-68.9% | $5,055-70.7% |
| Participant deferral / active EE | $4,584 | $6,837-33.0% | $5,856-21.7% | $6,977-34.3% |
| Admin fee / account holder | $567 | $25,162-97.7% | $20,388-97.2% | $19,030-97.0% |