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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 | $183,592-20.6% | $155,574-6.3% | $145,877-0.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 9.14% | 61.37%-52.2pp | 64.87%-55.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $619 | $5,317-88.4% | $4,676-86.8% | $4,663-86.7% |
| Participant deferral / active EE | $5,822 | $6,466-10.0% | $5,629+3.4% | $6,691-13.0% |
| Admin fee / account holder | $11,992 | $19,316-37.9% | $15,914-24.6% | $13,402-10.5% |