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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 | $36,431 | $223,823-83.7% | $211,142-82.7% | $154,746-76.5% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 20.68% | 50.39%-29.7pp | 46.84%-26.2pp | 172.34%-151.7pp |
| Employer contribution / active EE | $6 | $6,787-99.9% | $6,442-99.9% | $4,379-99.9% |
| Participant deferral / active EE | $7,081 | $9,750-27.4% | $9,284-23.7% | $6,730+5.2% |
| Admin fee / account holder | $9,571 | $19,707-51.4% | $19,076-49.8% | $14,365-33.4% |