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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 | $31,122 | $213,785-85.4% | $185,441-83.2% | $155,188-79.9% |
| Participation rate | 59.1% | 83.2%-24.1pp | 80.3%-21.2pp | 80.8%-21.7pp |
| Annual return | 17.30% | 19.97%-2.7pp | 20.16%-2.9pp | 148.84%-131.5pp |
| Employer contribution / active EE | $1,094 | $5,393-79.7% | $4,672-76.6% | $4,248-74.2% |
| Participant deferral / active EE | $3,024 | $6,864-55.9% | $6,152-50.8% | $6,531-53.7% |
| Admin fee / account holder | $2,372 | $21,134-88.8% | $17,890-86.7% | $14,480-83.6% |