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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 | $80,546 | $227,399-64.6% | $189,758-57.6% | $198,609-59.4% |
| Participation rate | 42.9% | 84.0%-41.1pp | 79.8%-36.9pp | 82.4%-39.5pp |
| Annual return | 19.43% | 61.03%-41.6pp | 52.62%-33.2pp | 202.70%-183.3pp |
| Employer contribution / active EE | $1,363 | $5,526-75.3% | $4,767-71.4% | $5,055-73.0% |
| Participant deferral / active EE | $3,688 | $6,837-46.1% | $5,856-37.0% | $6,977-47.1% |
| Admin fee / account holder | $562 | $25,162-97.8% | $20,388-97.2% | $19,030-97.0% |