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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 | $83,068 | $183,592-54.8% | $155,574-46.6% | $145,877-43.1% |
| Participation rate | 65.2% | 82.7%-17.5pp | 78.2%-13.0pp | 80.3%-15.1pp |
| Annual return | 21.28% | 61.37%-40.1pp | 64.87%-43.6pp | 551.28%-530.0pp |
| Employer contribution / active EE | $1,002 | $5,317-81.2% | $4,676-78.6% | $4,663-78.5% |
| Participant deferral / active EE | $2,817 | $6,466-56.4% | $5,629-50.0% | $6,691-57.9% |
| Admin fee / account holder | $416 | $19,316-97.8% | $15,914-97.4% | $13,402-96.9% |