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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 | $199,109-84.3% | $173,730-82.0% | $154,746-79.8% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 12.16% | 20.02%-7.9pp | 19.96%-7.8pp | 172.34%-160.2pp |
| Employer contribution / active EE | $1,078 | $5,311-79.7% | $4,577-76.5% | $4,379-75.4% |
| Participant deferral / active EE | $3,285 | $7,113-53.8% | $6,326-48.1% | $6,730-51.2% |
| Admin fee / account holder | $22,459 | $20,916+7.4% | $17,523+28.2% | $14,365+56.3% |