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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 | $65,079 | $156,398-58.4% | $147,318-55.8% | $138,895-53.1% |
| Participation rate | 17.4% | 83.8%-66.4pp | 82.1%-64.7pp | 79.9%-62.5pp |
| Annual return | 12.55% | 78.75%-66.2pp | 70.43%-57.9pp | 145.39%-132.8pp |
| Employer contribution / active EE | $630 | $4,853-87.0% | $4,593-86.3% | $4,194-85.0% |
| Participant deferral / active EE | $3,054 | $8,237-62.9% | $7,906-61.4% | $6,396-52.3% |
| Admin fee / account holder | $31,232 | $14,976+108.5% | $13,708+127.8% | $12,562+148.6% |