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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 | $102,814 | $227,399-54.8% | $189,758-45.8% | $198,609-48.2% |
| Participation rate | 64.7% | 84.0%-19.3pp | 79.8%-15.1pp | 82.4%-17.7pp |
| Annual return | 12.03% | 61.03%-49.0pp | 52.62%-40.6pp | 202.70%-190.7pp |
| Employer contribution / active EE | $965 | $5,526-82.5% | $4,767-79.7% | $5,055-80.9% |
| Participant deferral / active EE | $9,525 | $6,837+39.3% | $5,856+62.7% | $6,977+36.5% |
| Admin fee / account holder | $688 | $25,162-97.3% | $20,388-96.6% | $19,030-96.4% |