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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 | $67,983 | $183,539-63.0% | $155,556-56.3% | $145,897-53.4% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 12.80% | 61.31%-48.5pp | 64.84%-52.0pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,008 | $5,315-81.0% | $4,675-78.4% | $4,663-78.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,247 | $19,275-93.5% | $15,885-92.1% | $13,390-90.7% |