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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 | $99,250 | $180,028-44.9% | $138,135-28.1% | $158,982-37.6% |
| Participation rate | 62.5% | 82.2%-19.7pp | 78.7%-16.2pp | 82.0%-19.5pp |
| Annual return | 12.82% | 21.68%-8.9pp | 20.51%-7.7pp | 302.99%-290.2pp |
| Employer contribution / active EE | $1,004 | $7,470-86.6% | $5,587-82.0% | $4,763-78.9% |
| Participant deferral / active EE | $3,261 | $7,717-57.7% | $6,431-49.3% | $5,983-45.5% |
| Admin fee / account holder | $1,168 | $17,912-93.5% | $11,856-90.1% | $11,252-89.6% |