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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 | $81,306 | $209,336-61.2% | $197,124-58.8% | $137,256-40.8% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 19.00% | 48.09%-29.1pp | 44.34%-25.3pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,339 | $6,591-79.7% | $6,227-78.5% | $4,156-67.8% |
| Participant deferral / active EE | $3,613 | $9,614-62.4% | $9,135-60.4% | $6,407-43.6% |
| Admin fee / account holder | $2,629 | $17,308-84.8% | $16,298-83.9% | $12,270-78.6% |