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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 | $92,391 | $124,425-25.7% | $112,040-17.5% | $137,256-32.7% |
| Participation rate | 59.1% | 79.3%-20.2pp | 76.5%-17.4pp | 80.0%-20.9pp |
| Annual return | 12.05% | 24.72%-12.7pp | 24.52%-12.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $537 | $3,411-84.2% | $2,954-81.8% | $4,156-87.1% |
| Participant deferral / active EE | $2,200 | $5,718-61.5% | $5,098-56.8% | $6,407-65.7% |
| Admin fee / account holder | $69,784 | $15,207+358.9% | $12,098+476.8% | $12,270+468.7% |