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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 | $71,701 | $185,856-61.4% | $170,028-57.8% | $139,456-48.6% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 14.34% | 60.52%-46.2pp | 53.39%-39.1pp | 373.45%-359.1pp |
| Employer contribution / active EE | $1,334 | $7,593-82.4% | $6,788-80.4% | $4,753-71.9% |
| Participant deferral / active EE | $5,826 | $11,623-49.9% | $10,409-44.0% | $6,711-13.2% |
| Admin fee / account holder | $6,297 | $15,387-59.1% | $12,820-50.9% | $11,407-44.8% |