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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 | $85,230 | $171,492-50.3% | $150,734-43.5% | $198,609-57.1% |
| Participation rate | 60.0% | 81.4%-21.4pp | 78.4%-18.4pp | 82.4%-22.4pp |
| Annual return | 14.47% | 804.70%-790.2pp | 600.81%-586.3pp | 202.70%-188.2pp |
| Employer contribution / active EE | $1,155 | $5,470-78.9% | $4,918-76.5% | $5,055-77.2% |
| Participant deferral / active EE | $6,798 | $6,259+8.6% | $5,610+21.2% | $6,977-2.6% |
| Admin fee / account holder | $388 | $17,628-97.8% | $14,905-97.4% | $19,030-98.0% |