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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 | $31,258 | $213,785-85.4% | $185,441-83.1% | $155,188-79.9% |
| Participation rate | 66.7% | 83.2%-16.6pp | 80.3%-13.6pp | 80.8%-14.1pp |
| Annual return | 12.16% | 19.97%-7.8pp | 20.16%-8.0pp | 148.84%-136.7pp |
| Employer contribution / active EE | $1,078 | $5,393-80.0% | $4,672-76.9% | $4,248-74.6% |
| Participant deferral / active EE | $3,285 | $6,864-52.1% | $6,152-46.6% | $6,531-49.7% |
| Admin fee / account holder | $22,459 | $21,134+6.3% | $17,890+25.5% | $14,480+55.1% |