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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 | $103,513 | $209,336-50.6% | $197,124-47.5% | $137,256-24.6% |
| Participation rate | 60.9% | 87.3%-26.4pp | 86.7%-25.8pp | 80.0%-19.1pp |
| Annual return | 14.66% | 48.09%-33.4pp | 44.34%-29.7pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,298 | $6,591-80.3% | $6,227-79.2% | $4,156-68.8% |
| Participant deferral / active EE | $3,016 | $9,614-68.6% | $9,135-67.0% | $6,407-52.9% |
| Admin fee / account holder | $6,452 | $17,308-62.7% | $16,298-60.4% | $12,270-47.4% |