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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 | $47,871 | $140,592-66.0% | $123,106-61.1% | $125,388-61.8% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | 8.09% | 16.80%-8.7pp | 13.22%-5.1pp | 282.24%-274.2pp |
| Employer contribution / active EE | $1,053 | $6,041-82.6% | $5,151-79.6% | $4,866-78.4% |
| Participant deferral / active EE | $8,000 | $6,980+14.6% | $6,229+28.4% | $5,352+49.5% |
| Admin fee / account holder | $3,031 | $11,198-72.9% | $9,015-66.4% | $9,541-68.2% |