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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 | $93,499 | $115,225-18.9% | $100,712-7.2% | $138,895-32.7% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 19.50% | 40.35%-20.9pp | 33.27%-13.8pp | 145.39%-125.9pp |
| Employer contribution / active EE | $437 | $2,771-84.2% | $2,313-81.1% | $4,194-89.6% |
| Participant deferral / active EE | $7,326 | $4,699+55.9% | $4,085+79.3% | $6,396+14.5% |
| Admin fee / account holder | $688 | $10,844-93.7% | $9,256-92.6% | $12,562-94.5% |