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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 | $57,065 | $227,399-74.9% | $189,758-69.9% | $198,609-71.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 11.20% | 61.03%-49.8pp | 52.62%-41.4pp | 202.70%-191.5pp |
| Employer contribution / active EE | $610 | $5,526-89.0% | $4,767-87.2% | $5,055-87.9% |
| Participant deferral / active EE | $4,669 | $6,837-31.7% | $5,856-20.3% | $6,977-33.1% |
| Admin fee / account holder | $6,245 | $25,162-75.2% | $20,388-69.4% | $19,030-67.2% |