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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 | $77,133 | $209,336-63.2% | $197,124-60.9% | $137,256-43.8% |
| Participation rate | 68.8% | 87.3%-18.6pp | 86.7%-18.0pp | 80.0%-11.2pp |
| Annual return | 15.91% | 48.09%-32.2pp | 44.34%-28.4pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,026 | $6,591-84.4% | $6,227-83.5% | $4,156-75.3% |
| Participant deferral / active EE | $3,664 | $9,614-61.9% | $9,135-59.9% | $6,407-42.8% |
| Admin fee / account holder | $610 | $17,308-96.5% | $16,298-96.3% | $12,270-95.0% |