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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 | $26,047 | $209,336-87.6% | $197,124-86.8% | $137,256-81.0% |
| Participation rate | 61.1% | 87.3%-26.2pp | 86.7%-25.6pp | 80.0%-18.8pp |
| Annual return | 22.47% | 48.09%-25.6pp | 44.34%-21.9pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,268 | $6,591-80.8% | $6,227-79.6% | $4,156-69.5% |
| Participant deferral / active EE | $3,968 | $9,614-58.7% | $9,135-56.6% | $6,407-38.1% |
| Admin fee / account holder | $461 | $17,308-97.3% | $16,298-97.2% | $12,270-96.2% |