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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 | $209,336-63.6% | $197,124-61.4% | $137,256-44.5% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 17.70% | 48.09%-30.4pp | 44.34%-26.6pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,142 | $6,591-82.7% | $6,227-81.7% | $4,156-72.5% |
| Participant deferral / active EE | $5,293 | $9,614-44.9% | $9,135-42.1% | $6,407-17.4% |
| Admin fee / account holder | $775 | $17,308-95.5% | $16,298-95.2% | $12,270-93.7% |