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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 | $135,475 | $254,759-46.8% | $216,567-37.4% | $198,609-31.8% |
| Participation rate | 27.3% | 84.5%-57.2pp | 81.6%-54.4pp | 82.4%-55.1pp |
| Annual return | 17.94% | 10.04%+7.9pp | 12.94%+5.0pp | 202.70%-184.8pp |
| Employer contribution / active EE | $722 | $6,096-88.2% | $5,216-86.2% | $5,055-85.7% |
| Participant deferral / active EE | $3,550 | $6,948-48.9% | $6,191-42.7% | $6,977-49.1% |
| Admin fee / account holder | $1,775 | $26,311-93.3% | $21,981-91.9% | $19,030-90.7% |