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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 | $89,505 | $196,972-54.6% | $182,262-50.9% | $198,609-54.9% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 17.85% | 158.27%-140.4pp | 140.60%-122.7pp | 202.70%-184.8pp |
| Employer contribution / active EE | $929 | $5,364-82.7% | $5,046-81.6% | $5,055-81.6% |
| Participant deferral / active EE | $10,769 | $8,643+24.6% | $8,276+30.1% | $6,977+54.4% |
| Admin fee / account holder | $409 | $18,429-97.8% | $16,712-97.6% | $19,030-97.9% |