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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 | $99,736 | $148,623-32.9% | $135,974-26.7% | $139,466-28.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 18.25% | 79.30%-61.0pp | 68.30%-50.1pp | 373.66%-355.4pp |
| Employer contribution / active EE | $986 | $5,246-81.2% | $4,859-79.7% | $4,754-79.3% |
| Participant deferral / active EE | $6,628 | $8,103-18.2% | $7,760-14.6% | $6,712-1.3% |
| Admin fee / account holder | $878 | $12,406-92.9% | $10,767-91.8% | $11,409-92.3% |