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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 | $145,760 | $183,539-20.6% | $155,556-6.3% | $145,897-0.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 9.14% | 61.31%-52.2pp | 64.84%-55.7pp | 552.29%-543.1pp |
| Employer contribution / active EE | $619 | $5,315-88.4% | $4,675-86.8% | $4,663-86.7% |
| Participant deferral / active EE | $5,822 | $6,467-10.0% | $5,631+3.4% | $6,689-13.0% |
| Admin fee / account holder | $11,992 | $19,275-37.8% | $15,885-24.5% | $13,390-10.4% |