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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 | $110,412 | $181,896-39.3% | $156,551-29.5% | $273,972-59.7% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 7.48% | 30.74%-23.3pp | 32.23%-24.7pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,181 | $6,248-81.1% | $5,501-78.5% | $4,869-75.8% |
| Participant deferral / active EE | $1,933 | $5,550-65.2% | $4,871-60.3% | $5,287-63.4% |
| Admin fee / account holder | $14,084 | $15,560-9.5% | $13,028+8.1% | $10,133+39.0% |