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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 | $73,529 | $196,972-62.7% | $182,262-59.7% | $198,609-63.0% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 17.77% | 158.27%-140.5pp | 140.60%-122.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $1,067 | $5,364-80.1% | $5,046-78.9% | $5,055-78.9% |
| Participant deferral / active EE | $4,427 | $8,643-48.8% | $8,276-46.5% | $6,977-36.5% |
| Admin fee / account holder | $1,011 | $18,429-94.5% | $16,712-94.0% | $19,030-94.7% |