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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 | $29,964 | $175,231-82.9% | $149,696-80.0% | $139,466-78.5% |
| Participation rate | 61.5% | 83.4%-21.9pp | 78.8%-17.2pp | 80.3%-18.8pp |
| Annual return | 14.23% | 166.77%-152.5pp | 134.46%-120.2pp | 373.66%-359.4pp |
| Employer contribution / active EE | $1,078 | $5,478-80.3% | $4,821-77.6% | $4,754-77.3% |
| Participant deferral / active EE | $2,791 | $6,521-57.2% | $5,682-50.9% | $6,712-58.4% |
| Admin fee / account holder | $362 | $16,155-97.8% | $13,212-97.3% | $11,409-96.8% |