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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 | $85,408 | $166,131-48.6% | $164,975-48.2% | $145,877-41.5% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 11.17% | 100.37%-89.2pp | 70.12%-59.0pp | 551.28%-540.1pp |
| Employer contribution / active EE | $1,056 | $5,276-80.0% | $4,343-75.7% | $4,663-77.4% |
| Participant deferral / active EE | $6,168 | $6,962-11.4% | $6,033+2.2% | $6,691-7.8% |
| Admin fee / account holder | $1,082 | $16,648-93.5% | $12,688-91.5% | $13,402-91.9% |