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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 | $71,348 | $223,823-68.1% | $211,142-66.2% | $154,746-53.9% |
| Participation rate | 33.3% | 87.9%-54.5pp | 87.3%-54.0pp | 80.7%-47.4pp |
| Annual return | 21.64% | 50.39%-28.8pp | 46.84%-25.2pp | 172.34%-150.7pp |
| Employer contribution / active EE | $1,003 | $6,787-85.2% | $6,442-84.4% | $4,379-77.1% |
| Participant deferral / active EE | $3,969 | $9,750-59.3% | $9,284-57.2% | $6,730-41.0% |
| Admin fee / account holder | $352 | $19,707-98.2% | $19,076-98.2% | $14,365-97.5% |