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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 | $92,047 | $227,291-59.5% | $214,702-57.1% | $155,188-40.7% |
| Participation rate | 62.5% | 88.0%-25.5pp | 87.5%-25.0pp | 80.8%-18.3pp |
| Annual return | 18.94% | 60.08%-41.1pp | 54.55%-35.6pp | 148.84%-129.9pp |
| Employer contribution / active EE | $1,347 | $6,772-80.1% | $6,461-79.1% | $4,248-68.3% |
| Participant deferral / active EE | $6,906 | $9,582-27.9% | $9,147-24.5% | $6,531+5.7% |
| Admin fee / account holder | $594 | $20,413-97.1% | $19,830-97.0% | $14,480-95.9% |