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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 | $68,728 | $183,592-62.6% | $155,574-55.8% | $145,877-52.9% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 14.09% | 61.37%-47.3pp | 64.87%-50.8pp | 551.28%-537.2pp |
| Employer contribution / active EE | $1,006 | $5,317-81.1% | $4,676-78.5% | $4,663-78.4% |
| Participant deferral / active EE | $3,133 | $6,466-51.5% | $5,629-44.3% | $6,691-53.2% |
| Admin fee / account holder | $1,049 | $19,316-94.6% | $15,914-93.4% | $13,402-92.2% |