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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 | $82,858 | $201,372-58.9% | $184,260-55.0% | $145,884-43.2% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 24.12% | 29.04%-4.9pp | 28.84%-4.7pp | 551.85%-527.7pp |
| Employer contribution / active EE | $1,271 | $7,024-81.9% | $6,427-80.2% | $4,662-72.7% |
| Participant deferral / active EE | $6,276 | $9,808-36.0% | $9,133-31.3% | $6,690-6.2% |
| Admin fee / account holder | $553 | $16,362-96.6% | $13,898-96.0% | $13,392-95.9% |