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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 | $23,845 | $209,336-88.6% | $197,124-87.9% | $137,256-82.6% |
| Participation rate | 69.2% | 87.3%-18.1pp | 86.7%-17.5pp | 80.0%-10.7pp |
| Annual return | 19.25% | 48.09%-28.8pp | 44.34%-25.1pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,071 | $6,591-83.8% | $6,227-82.8% | $4,156-74.2% |
| Participant deferral / active EE | $3,222 | $9,614-66.5% | $9,135-64.7% | $6,407-49.7% |
| Admin fee / account holder | $1,087 | $17,308-93.7% | $16,298-93.3% | $12,270-91.1% |