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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 | $107,690 | $125,237-14.0% | $105,608+2.0% | $145,877-26.2% |
| Participation rate | 64.7% | 77.7%-12.9pp | 75.3%-10.6pp | 80.3%-15.6pp |
| Annual return | 9.52% | 225.76%-216.2pp | 116.50%-107.0pp | 551.28%-541.8pp |
| Employer contribution / active EE | $669 | $3,720-82.0% | $3,167-78.9% | $4,663-85.7% |
| Participant deferral / active EE | $3,629 | $5,711-36.5% | $5,010-27.6% | $6,691-45.8% |
| Admin fee / account holder | $1,033 | $17,287-94.0% | $11,028-90.6% | $13,402-92.3% |