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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 | $96,759 | $165,381-41.5% | $149,730-35.4% | $158,966-39.1% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 19.32% | 348.29%-329.0pp | 276.70%-257.4pp | 302.95%-283.6pp |
| Employer contribution / active EE | $755 | $5,104-85.2% | $4,645-83.8% | $4,762-84.2% |
| Participant deferral / active EE | $10,370 | $7,182+44.4% | $6,843+51.5% | $5,983+73.3% |
| Admin fee / account holder | $1,372 | $10,809-87.3% | $9,310-85.3% | $11,250-87.8% |