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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 | $61,048 | $171,492-64.4% | $150,734-59.5% | $198,609-69.3% |
| Participation rate | 62.5% | 81.4%-18.9pp | 78.4%-15.9pp | 82.4%-19.9pp |
| Annual return | 14.03% | 804.70%-790.7pp | 600.81%-586.8pp | 202.70%-188.7pp |
| Employer contribution / active EE | $1,352 | $5,470-75.3% | $4,918-72.5% | $5,055-73.2% |
| Participant deferral / active EE | $3,868 | $6,259-38.2% | $5,610-31.0% | $6,977-44.6% |
| Admin fee / account holder | $3,594 | $17,628-79.6% | $14,905-75.9% | $19,030-81.1% |