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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 | $31,822 | $183,516-82.7% | $155,534-79.5% | $145,884-78.2% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 15.28% | 61.43%-46.1pp | 64.92%-49.6pp | 551.85%-536.6pp |
| Employer contribution / active EE | $1,008 | $5,315-81.0% | $4,675-78.4% | $4,662-78.4% |
| Participant deferral / active EE | $5,699 | $6,467-11.9% | $5,630+1.2% | $6,690-14.8% |
| Admin fee / account holder | $2,607 | $19,293-86.5% | $15,900-83.6% | $13,392-80.5% |