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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 | $93,123 | $105,160-11.4% | $94,679-1.6% | $139,456-33.2% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 16.79% | 38.04%-21.3pp | 156.75%-140.0pp | 373.45%-356.7pp |
| Employer contribution / active EE | $144 | $4,107-96.5% | $3,673-96.1% | $4,753-97.0% |
| Participant deferral / active EE | $2,369 | $7,599-68.8% | $7,417-68.1% | $6,711-64.7% |
| Admin fee / account holder | $2,430 | $8,988-73.0% | $7,233-66.4% | $11,407-78.7% |