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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 | $56,432 | $275,752-79.5% | $256,809-78.0% | $198,609-71.6% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 12.28% | 34.81%-22.5pp | 32.73%-20.4pp | 202.70%-190.4pp |
| Employer contribution / active EE | $1,689 | $7,721-78.1% | $7,263-76.7% | $5,055-66.6% |
| Participant deferral / active EE | $4,834 | $10,037-51.8% | $9,520-49.2% | $6,977-30.7% |
| Admin fee / account holder | $121,569 | $25,716+372.7% | $25,146+383.4% | $19,030+538.8% |