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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 | $212,386-82.7% | $199,883-81.6% | $138,895-73.6% |
| Participation rate | 61.1% | 87.4%-26.3pp | 86.8%-25.7pp | 79.9%-18.8pp |
| Annual return | 13.20% | 47.75%-34.5pp | 43.81%-30.6pp | 145.39%-132.2pp |
| Employer contribution / active EE | $945 | $6,625-85.7% | $6,261-84.9% | $4,194-77.5% |
| Participant deferral / active EE | $3,493 | $9,617-63.7% | $9,138-61.8% | $6,396-45.4% |
| Admin fee / account holder | $16,760 | $18,233-8.1% | $17,268-2.9% | $12,562+33.4% |