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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 | $83,224 | $227,399-63.4% | $189,758-56.1% | $198,609-58.1% |
| Participation rate | 61.9% | 84.0%-22.1pp | 79.8%-17.9pp | 82.4%-20.5pp |
| Annual return | 7.51% | 61.03%-53.5pp | 52.62%-45.1pp | 202.70%-195.2pp |
| Employer contribution / active EE | $1,036 | $5,526-81.3% | $4,767-78.3% | $5,055-79.5% |
| Participant deferral / active EE | $3,807 | $6,837-44.3% | $5,856-35.0% | $6,977-45.4% |
| Admin fee / account holder | $1,410 | $25,162-94.4% | $20,388-93.1% | $19,030-92.6% |