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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 | $65,506 | $227,399-71.2% | $189,758-65.5% | $198,609-67.0% |
| Participation rate | 42.9% | 84.0%-41.1pp | 79.8%-36.9pp | 82.4%-39.5pp |
| Annual return | 20.29% | 61.03%-40.7pp | 52.62%-32.3pp | 202.70%-182.4pp |
| Employer contribution / active EE | $686 | $5,526-87.6% | $4,767-85.6% | $5,055-86.4% |
| Participant deferral / active EE | $3,664 | $6,837-46.4% | $5,856-37.4% | $6,977-47.5% |
| Admin fee / account holder | $1,255 | $25,162-95.0% | $20,388-93.8% | $19,030-93.4% |