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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 | $67,793 | $201,264-66.3% | $184,185-63.2% | $145,978-53.6% |
| Participation rate | 68.2% | 87.5%-19.3pp | 86.8%-18.6pp | 80.3%-12.1pp |
| Annual return | 17.52% | 29.00%-11.5pp | 28.81%-11.3pp | 550.52%-533.0pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,208 | $9,806-6.1% | $9,132+0.8% | $6,690+37.7% |
| Admin fee / account holder | $26,778 | $16,376+63.5% | $13,909+92.5% | $13,400+99.8% |