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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 | $95,186 | $124,980-23.8% | $108,359-12.2% | $154,746-38.5% |
| Participation rate | 35.7% | 75.2%-39.5pp | 70.1%-34.4pp | 80.7%-45.0pp |
| Annual return | 13.19% | 45.00%-31.8pp | 36.89%-23.7pp | 172.34%-159.2pp |
| Employer contribution / active EE | $302 | $2,851-89.4% | $2,399-87.4% | $4,379-93.1% |
| Participant deferral / active EE | $1,327 | $4,743-72.0% | $4,137-67.9% | $6,730-80.3% |
| Admin fee / account holder | $9,678 | $11,502-15.9% | $9,741-0.6% | $14,365-32.6% |