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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 | $227,291-84.0% | $214,702-83.0% | $155,188-76.5% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 20.68% | 60.08%-39.4pp | 54.55%-33.9pp | 148.84%-128.2pp |
| Employer contribution / active EE | $6 | $6,772-99.9% | $6,461-99.9% | $4,248-99.9% |
| Participant deferral / active EE | $7,081 | $9,582-26.1% | $9,147-22.6% | $6,531+8.4% |
| Admin fee / account holder | $9,571 | $20,413-53.1% | $19,830-51.7% | $14,480-33.9% |