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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 | $79,896 | $157,296-49.2% | $141,191-43.4% | $152,897-47.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 25.64% | 64.34%-38.7pp | 71.41%-45.8pp | 345.43%-319.8pp |
| Employer contribution / active EE | $102 | $5,262-98.1% | $4,736-97.9% | $4,764-97.9% |
| Participant deferral / active EE | $6,302 | $7,111-11.4% | $6,710-6.1% | $5,851+7.7% |
| Admin fee / account holder | $1,336 | $12,125-89.0% | $10,264-87.0% | $11,599-88.5% |