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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 | $201,264-46.5% | $184,185-41.6% | $145,978-26.3% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 13.64% | 29.00%-15.4pp | 28.81%-15.2pp | 550.52%-536.9pp |
| Employer contribution / active EE | $1,189 | $7,021-83.1% | $6,426-81.5% | $4,662-74.5% |
| Participant deferral / active EE | $12,560 | $9,806+28.1% | $9,132+37.5% | $6,690+87.8% |
| Admin fee / account holder | $1,425 | $16,376-91.3% | $13,909-89.8% | $13,400-89.4% |