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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 | $209,336-65.9% | $197,124-63.8% | $137,256-48.0% |
| Participation rate | 33.3% | 87.3%-54.0pp | 86.7%-53.4pp | 80.0%-46.6pp |
| Annual return | 21.64% | 48.09%-26.4pp | 44.34%-22.7pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,003 | $6,591-84.8% | $6,227-83.9% | $4,156-75.9% |
| Participant deferral / active EE | $3,969 | $9,614-58.7% | $9,135-56.5% | $6,407-38.1% |
| Admin fee / account holder | $352 | $17,308-98.0% | $16,298-97.8% | $12,270-97.1% |