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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 | $38,372 | $223,823-82.9% | $211,142-81.8% | $154,746-75.2% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 18.62% | 50.39%-31.8pp | 46.84%-28.2pp | 172.34%-153.7pp |
| Employer contribution / active EE | $1,318 | $6,787-80.6% | $6,442-79.5% | $4,379-69.9% |
| Participant deferral / active EE | $3,256 | $9,750-66.6% | $9,284-64.9% | $6,730-51.6% |
| Admin fee / account holder | $3,638 | $19,707-81.5% | $19,076-80.9% | $14,365-74.7% |