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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 | $100,876 | $232,540-56.6% | $185,117-45.5% | $147,585-31.6% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 18.14% | 43.03%-24.9pp | 40.50%-22.4pp | 578.58%-560.4pp |
| Employer contribution / active EE | $320 | $5,195-93.8% | $4,182-92.3% | $4,876-93.4% |
| Participant deferral / active EE | $3,521 | $5,834-39.6% | $5,045-30.2% | $5,439-35.3% |
| Admin fee / account holder | $926 | $10,275-91.0% | $8,159-88.7% | $10,886-91.5% |