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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 | $107,636 | $201,370-46.5% | $184,256-41.6% | $145,897-26.2% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 13.64% | 29.05%-15.4pp | 28.85%-15.2pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,189 | $7,024-83.1% | $6,427-81.5% | $4,663-74.5% |
| Participant deferral / active EE | $12,560 | $9,808+28.1% | $9,133+37.5% | $6,689+87.8% |
| Admin fee / account holder | $1,425 | $16,364-91.3% | $13,899-89.7% | $13,390-89.4% |