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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 | $30,854 | $209,336-85.3% | $197,124-84.3% | $137,256-77.5% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 19.17% | 48.09%-28.9pp | 44.34%-25.2pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,050 | $6,591-84.1% | $6,227-83.1% | $4,156-74.7% |
| Participant deferral / active EE | $4,930 | $9,614-48.7% | $9,135-46.0% | $6,407-23.1% |
| Admin fee / account holder | $478 | $17,308-97.2% | $16,298-97.1% | $12,270-96.1% |