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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 | $254,759-74.2% | $216,567-69.6% | $198,609-66.9% |
| Participation rate | 66.7% | 84.5%-17.9pp | 81.6%-15.0pp | 82.4%-15.7pp |
| Annual return | 17.23% | 10.04%+7.2pp | 12.94%+4.3pp | 202.70%-185.5pp |
| Employer contribution / active EE | $1,014 | $6,096-83.4% | $5,216-80.6% | $5,055-79.9% |
| Participant deferral / active EE | $8,439 | $6,948+21.5% | $6,191+36.3% | $6,977+21.0% |
| Admin fee / account holder | $332 | $26,311-98.7% | $21,981-98.5% | $19,030-98.3% |