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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 | $67,883 | $197,625-65.7% | $177,840-61.8% | $158,966-57.3% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 18.02% | 58.76%-40.7pp | 48.32%-30.3pp | 302.95%-284.9pp |
| Employer contribution / active EE | $1,078 | $6,698-83.9% | $5,919-81.8% | $4,762-77.4% |
| Participant deferral / active EE | $3,939 | $8,405-53.1% | $7,714-48.9% | $5,983-34.2% |
| Admin fee / account holder | $1,233 | $15,405-92.0% | $12,431-90.1% | $11,250-89.0% |