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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 | $112,247 | $210,991-46.8% | $153,741-27.0% | $145,897-23.1% |
| Participation rate | 33.3% | 82.1%-48.8pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 14.68% | 13.46%+1.2pp | 15.71%-1.0pp | 552.29%-537.6pp |
| Employer contribution / active EE | $1,037 | $6,057-82.9% | $5,042-79.4% | $4,663-77.8% |
| Participant deferral / active EE | $4,780 | $7,979-40.1% | $6,757-29.3% | $6,689-28.5% |
| Admin fee / account holder | $771 | $19,490-96.0% | $12,749-93.9% | $13,390-94.2% |