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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 | $99,632 | $154,159-35.4% | $130,026-23.4% | $139,456-28.6% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 20.17% | 32.50%-12.3pp | -137.26%+157.4pp | 373.45%-353.3pp |
| Employer contribution / active EE | $733 | $5,292-86.1% | $4,321-83.0% | $4,753-84.6% |
| Participant deferral / active EE | $4,642 | $6,710-30.8% | $5,821-20.2% | $6,711-30.8% |
| Admin fee / account holder | $16,890 | $14,001+20.6% | $10,608+59.2% | $11,407+48.1% |