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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 | $86,458 | $155,555-44.4% | $146,866-41.1% | $155,188-44.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 18.02% | 115.41%-97.4pp | 102.85%-84.8pp | 148.84%-130.8pp |
| Employer contribution / active EE | $103 | $4,647-97.8% | $4,425-97.7% | $4,248-97.6% |
| Participant deferral / active EE | $10,959 | $8,044+36.2% | $7,759+41.2% | $6,531+67.8% |
| Admin fee / account holder | $7,339 | $14,755-50.3% | $13,620-46.1% | $14,480-49.3% |