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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 | $223,823-86.2% | $211,142-85.4% | $154,746-80.1% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 19.17% | 50.39%-31.2pp | 46.84%-27.7pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,050 | $6,787-84.5% | $6,442-83.7% | $4,379-76.0% |
| Participant deferral / active EE | $4,930 | $9,750-49.4% | $9,284-46.9% | $6,730-26.8% |
| Admin fee / account holder | $478 | $19,707-97.6% | $19,076-97.5% | $14,365-96.7% |