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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 | $178,174-63.1% | $156,181-57.9% | $137,256-52.1% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 17.23% | 84.19%-67.0pp | 64.87%-47.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,014 | $4,972-79.6% | $4,294-76.4% | $4,156-75.6% |
| Participant deferral / active EE | $8,439 | $6,888+22.5% | $6,132+37.6% | $6,407+31.7% |
| Admin fee / account holder | $332 | $17,404-98.1% | $14,586-97.7% | $12,270-97.3% |