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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 | $65,767 | $199,109-67.0% | $173,730-62.1% | $154,746-57.5% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 17.23% | 20.02%-2.8pp | 19.96%-2.7pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,014 | $5,311-80.9% | $4,577-77.8% | $4,379-76.8% |
| Participant deferral / active EE | $8,439 | $7,113+18.6% | $6,326+33.4% | $6,730+25.4% |
| Admin fee / account holder | $332 | $20,916-98.4% | $17,523-98.1% | $14,365-97.7% |