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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 | $64,706 | $223,823-71.1% | $211,142-69.4% | $154,746-58.2% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 21.67% | 50.39%-28.7pp | 46.84%-25.2pp | 172.34%-150.7pp |
| Employer contribution / active EE | $1,000 | $6,787-85.3% | $6,442-84.5% | $4,379-77.2% |
| Participant deferral / active EE | $10,000 | $9,750+2.6% | $9,284+7.7% | $6,730+48.6% |
| Admin fee / account holder | $368 | $19,707-98.1% | $19,076-98.1% | $14,365-97.4% |