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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 | $46,048 | $166,242-72.3% | $165,071-72.1% | $145,884-68.4% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 19.54% | 100.44%-80.9pp | 70.17%-50.6pp | 551.85%-532.3pp |
| Employer contribution / active EE | $200 | $5,283-96.2% | $4,347-95.4% | $4,662-95.7% |
| Participant deferral / active EE | $6,533 | $6,964-6.2% | $6,035+8.3% | $6,690-2.3% |
| Admin fee / account holder | $60,207 | $16,658+261.4% | $12,695+374.3% | $13,392+349.6% |