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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 | $120,931 | $183,592-34.1% | $155,574-22.3% | $145,877-17.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 10.43% | 61.37%-50.9pp | 64.87%-54.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $674 | $5,317-87.3% | $4,676-85.6% | $4,663-85.5% |
| Participant deferral / active EE | $2,686 | $6,466-58.5% | $5,629-52.3% | $6,691-59.9% |
| Admin fee / account holder | $2,967 | $19,316-84.6% | $15,914-81.4% | $13,402-77.9% |