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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 | $76,148 | $223,823-66.0% | $211,142-63.9% | $154,746-50.8% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 17.70% | 50.39%-32.7pp | 46.84%-29.1pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,142 | $6,787-83.2% | $6,442-82.3% | $4,379-73.9% |
| Participant deferral / active EE | $5,293 | $9,750-45.7% | $9,284-43.0% | $6,730-21.4% |
| Admin fee / account holder | $775 | $19,707-96.1% | $19,076-95.9% | $14,365-94.6% |