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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 | $80,370 | $127,387-36.9% | $115,038-30.1% | $125,389-35.9% |
| Participation rate | 61.9% | 84.2%-22.3pp | 81.4%-19.5pp | 83.2%-21.3pp |
| Annual return | 2.94% | 31.28%-28.3pp | 26.14%-23.2pp | 282.24%-279.3pp |
| Employer contribution / active EE | $719 | $5,166-86.1% | $4,608-84.4% | $4,866-85.2% |
| Participant deferral / active EE | $5,415 | $6,423-15.7% | $6,026-10.1% | $5,352+1.2% |
| Admin fee / account holder | $1,255 | $9,516-86.8% | $8,175-84.7% | $9,541-86.9% |