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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 | $96,710 | $111,814-13.5% | $103,378-6.4% | $145,978-33.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.02% | 24.80%-13.8pp | 24.91%-13.9pp | 550.52%-539.5pp |
| Employer contribution / active EE | $364 | $4,215-91.4% | $3,870-90.6% | $4,662-92.2% |
| Participant deferral / active EE | $1,822 | $5,618-67.6% | $5,058-64.0% | $6,690-72.8% |
| Admin fee / account holder | $3,294 | $9,764-66.3% | $8,401-60.8% | $13,400-75.4% |