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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 | $73,086 | $199,109-63.3% | $173,730-57.9% | $154,746-52.8% |
| Participation rate | 55.6% | 82.8%-27.3pp | 79.6%-24.0pp | 80.7%-25.1pp |
| Annual return | 8.98% | 20.02%-11.0pp | 19.96%-11.0pp | 172.34%-163.4pp |
| Employer contribution / active EE | $1,151 | $5,311-78.3% | $4,577-74.9% | $4,379-73.7% |
| Participant deferral / active EE | $2,440 | $7,113-65.7% | $6,326-61.4% | $6,730-63.7% |
| Admin fee / account holder | $7,239 | $20,916-65.4% | $17,523-58.7% | $14,365-49.6% |