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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 | $73,948 | $201,259-63.3% | $184,200-59.9% | $145,959-49.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 20.17% | 28.98%-8.8pp | 28.80%-8.6pp | 561.95%-541.8pp |
| Employer contribution / active EE | $551 | $7,018-92.1% | $6,424-91.4% | $4,661-88.2% |
| Participant deferral / active EE | $8,936 | $9,806-8.9% | $9,132-2.1% | $6,689+33.6% |
| Admin fee / account holder | $4,537 | $16,372-72.3% | $13,907-67.4% | $13,398-66.1% |