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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 | $88,299 | $181,896-51.5% | $156,551-43.6% | $273,972-67.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 7.37% | 30.74%-23.4pp | 32.23%-24.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $602 | $6,248-90.4% | $5,501-89.1% | $4,869-87.6% |
| Participant deferral / active EE | $5,298 | $5,550-4.5% | $4,871+8.8% | $5,287+0.2% |
| Admin fee / account holder | $10,188 | $15,560-34.5% | $13,028-21.8% | $10,133+0.5% |