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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 | $51,638 | $198,457-74.0% | $170,435-69.7% | $147,586-65.0% |
| Participation rate | 61.1% | 88.0%-26.9pp | 83.6%-22.5pp | 82.8%-21.7pp |
| Annual return | 20.59% | 257.30%-236.7pp | 205.94%-185.3pp | 578.59%-558.0pp |
| Employer contribution / active EE | $1,068 | $6,183-82.7% | $5,432-80.3% | $4,876-78.1% |
| Participant deferral / active EE | $2,312 | $5,629-58.9% | $4,939-53.2% | $5,439-57.5% |
| Admin fee / account holder | $5,699 | $16,852-66.2% | $13,881-58.9% | $10,886-47.6% |