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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 | $66,384 | $201,370-67.0% | $184,256-64.0% | $145,897-54.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 15.58% | 29.05%-13.5pp | 28.85%-13.3pp | 552.29%-536.7pp |
| Employer contribution / active EE | $720 | $7,024-89.7% | $6,427-88.8% | $4,663-84.6% |
| Participant deferral / active EE | $8,089 | $9,808-17.5% | $9,133-11.4% | $6,689+20.9% |
| Admin fee / account holder | $1,001 | $16,364-93.9% | $13,899-92.8% | $13,390-92.5% |