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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 | $78,969 | $110,410-28.5% | $102,437-22.9% | $145,897-45.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 16.13% | 24.85%-8.7pp | 24.95%-8.8pp | 552.29%-536.2pp |
| Employer contribution / active EE | $597 | $4,217-85.8% | $3,871-84.6% | $4,663-87.2% |
| Participant deferral / active EE | $4,267 | $5,622-24.1% | $5,060-15.7% | $6,689-36.2% |
| Admin fee / account holder | $304 | $9,745-96.9% | $8,388-96.4% | $13,390-97.7% |