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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 | $212,386-63.7% | $199,883-61.4% | $138,895-44.5% |
| Participation rate | 68.8% | 87.4%-18.6pp | 86.8%-18.0pp | 79.9%-11.2pp |
| Annual return | 15.91% | 47.75%-31.8pp | 43.81%-27.9pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,026 | $6,625-84.5% | $6,261-83.6% | $4,194-75.5% |
| Participant deferral / active EE | $3,664 | $9,617-61.9% | $9,138-59.9% | $6,396-42.7% |
| Admin fee / account holder | $610 | $18,233-96.7% | $17,268-96.5% | $12,562-95.1% |