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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 | $101,986 | $106,008-3.8% | $92,240+10.6% | $147,586-30.9% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 15.91% | 50.05%-34.1pp | 176.29%-160.4pp | 578.59%-562.7pp |
| Employer contribution / active EE | $560 | $4,333-87.1% | $3,680-84.8% | $4,876-88.5% |
| Participant deferral / active EE | $9,792 | $4,478+118.7% | $3,897+151.3% | $5,439+80.0% |
| Admin fee / account holder | $478 | $6,333-92.5% | $5,194-90.8% | $10,886-95.6% |