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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 | $57,107 | $198,457-71.2% | $170,435-66.5% | $147,586-61.3% |
| Participation rate | 64.3% | 88.0%-23.7pp | 83.6%-19.3pp | 82.8%-18.5pp |
| Annual return | 13.85% | 257.30%-243.5pp | 205.94%-192.1pp | 578.59%-564.7pp |
| Employer contribution / active EE | $1,015 | $6,183-83.6% | $5,432-81.3% | $4,876-79.2% |
| Participant deferral / active EE | $2,290 | $5,629-59.3% | $4,939-53.6% | $5,439-57.9% |
| Admin fee / account holder | $13,592 | $16,852-19.3% | $13,881-2.1% | $10,886+24.9% |