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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 | $90,150 | $124,346-27.5% | $111,306-19.0% | $167,553-46.2% |
| Participation rate | 56.5% | 79.6%-23.1pp | 77.3%-20.8pp | 82.1%-25.6pp |
| Annual return | 9.85% | 37.46%-27.6pp | 54.67%-44.8pp | 478.89%-469.0pp |
| Employer contribution / active EE | $260 | $3,438-92.4% | $2,732-90.5% | $4,840-94.6% |
| Participant deferral / active EE | $2,656 | $5,182-48.7% | $4,488-40.8% | $6,343-58.1% |
| Admin fee / account holder | $6,383 | $10,623-39.9% | $7,966-19.9% | $12,316-48.2% |