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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 | $61,919 | $184,014-66.4% | $161,149-61.6% | $138,895-55.4% |
| Participation rate | 42.9% | 82.1%-39.2pp | 78.8%-36.0pp | 79.9%-37.1pp |
| Annual return | 12.69% | 21.52%-8.8pp | 21.16%-8.5pp | 145.39%-132.7pp |
| Employer contribution / active EE | $673 | $5,055-86.7% | $4,360-84.6% | $4,194-83.9% |
| Participant deferral / active EE | $6,034 | $6,909-12.7% | $6,153-1.9% | $6,396-5.7% |
| Admin fee / account holder | $5,329 | $18,027-70.4% | $15,194-64.9% | $12,562-57.6% |