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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 | $59,271 | $227,399-73.9% | $189,758-68.8% | $198,609-70.2% |
| Participation rate | 46.7% | 84.0%-37.3pp | 79.8%-33.1pp | 82.4%-35.7pp |
| Annual return | 16.04% | 61.03%-45.0pp | 52.62%-36.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $1,473 | $5,526-73.3% | $4,767-69.1% | $5,055-70.9% |
| Participant deferral / active EE | $3,807 | $6,837-44.3% | $5,856-35.0% | $6,977-45.4% |
| Admin fee / account holder | $1,011 | $25,162-96.0% | $20,388-95.0% | $19,030-94.7% |