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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 | $36,680 | $209,336-82.5% | $197,124-81.4% | $137,256-73.3% |
| Participation rate | 61.1% | 87.3%-26.2pp | 86.7%-25.6pp | 80.0%-18.8pp |
| Annual return | 13.20% | 48.09%-34.9pp | 44.34%-31.1pp | 220.34%-207.1pp |
| Employer contribution / active EE | $945 | $6,591-85.7% | $6,227-84.8% | $4,156-77.3% |
| Participant deferral / active EE | $3,493 | $9,614-63.7% | $9,135-61.8% | $6,407-45.5% |
| Admin fee / account holder | $16,760 | $17,308-3.2% | $16,298+2.8% | $12,270+36.6% |