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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 | $87,100 | $275,752-68.4% | $256,809-66.1% | $198,609-56.1% |
| Participation rate | 33.3% | 89.2%-55.8pp | 88.5%-55.2pp | 82.4%-49.0pp |
| Annual return | 16.38% | 34.81%-18.4pp | 32.73%-16.3pp | 202.70%-186.3pp |
| Employer contribution / active EE | $1,428 | $7,721-81.5% | $7,263-80.3% | $5,055-71.8% |
| Participant deferral / active EE | $6,225 | $10,037-38.0% | $9,520-34.6% | $6,977-10.8% |
| Admin fee / account holder | $572 | $25,716-97.8% | $25,146-97.7% | $19,030-97.0% |