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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 | $65,064 | $227,399-71.4% | $189,758-65.7% | $198,609-67.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 16.76% | 61.03%-44.3pp | 52.62%-35.9pp | 202.70%-185.9pp |
| Employer contribution / active EE | $1,494 | $5,526-73.0% | $4,767-68.7% | $5,055-70.5% |
| Participant deferral / active EE | $3,966 | $6,837-42.0% | $5,856-32.3% | $6,977-43.1% |
| Admin fee / account holder | $2,951 | $25,162-88.3% | $20,388-85.5% | $19,030-84.5% |