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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 | $92,872 | $117,829-21.2% | $102,423-9.3% | $145,877-36.3% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 14.99% | 31.83%-16.8pp | 29.42%-14.4pp | 551.28%-536.3pp |
| Employer contribution / active EE | $604 | $3,615-83.3% | $3,023-80.0% | $4,663-87.0% |
| Participant deferral / active EE | $7,988 | $5,732+39.3% | $5,054+58.0% | $6,691+19.4% |
| Admin fee / account holder | $34,119 | $13,335+155.9% | $9,455+260.9% | $13,402+154.6% |