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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 | $79,482 | $197,637-59.8% | $177,848-55.3% | $158,982-50.0% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 12.60% | 58.77%-46.2pp | 48.33%-35.7pp | 302.99%-290.4pp |
| Employer contribution / active EE | $1,338 | $6,698-80.0% | $5,919-77.4% | $4,763-71.9% |
| Participant deferral / active EE | $5,036 | $8,405-40.1% | $7,714-34.7% | $5,983-15.8% |
| Admin fee / account holder | $1,022 | $15,406-93.4% | $12,431-91.8% | $11,252-90.9% |