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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 | $71,697 | $183,592-60.9% | $155,574-53.9% | $145,877-50.9% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.5pp | 80.3%-11.6pp |
| Annual return | 19.63% | 61.37%-41.7pp | 64.87%-45.2pp | 551.28%-531.7pp |
| Employer contribution / active EE | $973 | $5,317-81.7% | $4,676-79.2% | $4,663-79.1% |
| Participant deferral / active EE | $3,779 | $6,466-41.6% | $5,629-32.9% | $6,691-43.5% |
| Admin fee / account holder | $666 | $19,316-96.6% | $15,914-95.8% | $13,402-95.0% |