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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 | $74,842 | $183,516-59.2% | $155,534-51.9% | $145,884-48.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 11.21% | 61.43%-50.2pp | 64.92%-53.7pp | 551.85%-540.6pp |
| Employer contribution / active EE | $246 | $5,315-95.4% | $4,675-94.7% | $4,662-94.7% |
| Participant deferral / active EE | $4,419 | $6,467-31.7% | $5,630-21.5% | $6,690-33.9% |
| Admin fee / account holder | $450,211 | $19,293+2233.5% | $15,900+2731.6% | $13,392+3261.8% |