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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 | $69,702 | $227,399-69.3% | $189,758-63.3% | $198,609-64.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 18.35% | 61.03%-42.7pp | 52.62%-34.3pp | 202.70%-184.3pp |
| Employer contribution / active EE | $1,149 | $5,526-79.2% | $4,767-75.9% | $5,055-77.3% |
| Participant deferral / active EE | $4,844 | $6,837-29.1% | $5,856-17.3% | $6,977-30.6% |
| Admin fee / account holder | $557 | $25,162-97.8% | $20,388-97.3% | $19,030-97.1% |