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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 | $67,233 | $198,462-66.1% | $170,439-60.6% | $147,585-54.4% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 16.10% | 257.30%-241.2pp | 205.94%-189.8pp | 578.58%-562.5pp |
| Employer contribution / active EE | $1,222 | $6,184-80.2% | $5,433-77.5% | $4,876-74.9% |
| Participant deferral / active EE | $6,345 | $5,629+12.7% | $4,939+28.5% | $5,439+16.7% |
| Admin fee / account holder | $327 | $16,852-98.1% | $13,881-97.6% | $10,886-97.0% |