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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 | $60,599 | $217,432-72.1% | $185,851-67.4% | $167,553-63.8% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 12.07% | 148.43%-136.4pp | 122.11%-110.0pp | 478.89%-466.8pp |
| Employer contribution / active EE | $433 | $5,874-92.6% | $5,168-91.6% | $4,840-91.0% |
| Participant deferral / active EE | $5,215 | $6,357-18.0% | $5,569-6.3% | $6,343-17.8% |
| Admin fee / account holder | $1,204 | $19,820-93.9% | $16,245-92.6% | $12,316-90.2% |