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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 | $227,291-71.5% | $214,702-69.9% | $155,188-58.3% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 21.67% | 60.08%-38.4pp | 54.55%-32.9pp | 148.84%-127.2pp |
| Employer contribution / active EE | $1,000 | $6,772-85.2% | $6,461-84.5% | $4,248-76.5% |
| Participant deferral / active EE | $10,000 | $9,582+4.4% | $9,147+9.3% | $6,531+53.1% |
| Admin fee / account holder | $368 | $20,413-98.2% | $19,830-98.1% | $14,480-97.5% |