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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 | $184,014-83.1% | $161,149-80.7% | $138,895-77.6% |
| Participation rate | 59.1% | 82.1%-23.0pp | 78.8%-19.7pp | 79.9%-20.8pp |
| Annual return | 17.30% | 21.52%-4.2pp | 21.16%-3.9pp | 145.39%-128.1pp |
| Employer contribution / active EE | $1,094 | $5,055-78.4% | $4,360-74.9% | $4,194-73.9% |
| Participant deferral / active EE | $3,024 | $6,909-56.2% | $6,153-50.8% | $6,396-52.7% |
| Admin fee / account holder | $2,372 | $18,027-86.8% | $15,194-84.4% | $12,562-81.1% |