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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 | $79,215 | $166,089-52.3% | $164,928-52.0% | $145,978-45.7% |
| Participation rate | 28.6% | 82.0%-53.4pp | 78.6%-50.0pp | 80.3%-51.7pp |
| Annual return | 11.10% | 100.26%-89.2pp | 70.08%-59.0pp | 550.52%-539.4pp |
| Employer contribution / active EE | $1,022 | $5,276-80.6% | $4,343-76.5% | $4,662-78.1% |
| Participant deferral / active EE | $2,991 | $6,961-57.0% | $6,034-50.4% | $6,690-55.3% |
| Admin fee / account holder | $1,891 | $16,641-88.6% | $12,684-85.1% | $13,400-85.9% |