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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 | $80,483 | $226,105-64.4% | $182,540-55.9% | $152,897-47.4% |
| Participation rate | 68.2% | 82.5%-14.3pp | 78.0%-9.8pp | 82.5%-14.3pp |
| Annual return | 19.66% | 192.58%-172.9pp | 148.58%-128.9pp | 345.43%-325.8pp |
| Employer contribution / active EE | $188 | $4,978-96.2% | $4,076-95.4% | $4,764-96.1% |
| Participant deferral / active EE | $2,077 | $6,370-67.4% | $5,525-62.4% | $5,851-64.5% |
| Admin fee / account holder | $7,713 | $10,706-28.0% | $8,593-10.2% | $11,599-33.5% |