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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 | $88,864 | $124,980-28.9% | $108,359-18.0% | $154,746-42.6% |
| Participation rate | 42.9% | 75.2%-32.3pp | 70.1%-27.3pp | 80.7%-37.8pp |
| Annual return | 11.69% | 45.00%-33.3pp | 36.89%-25.2pp | 172.34%-160.6pp |
| Employer contribution / active EE | $348 | $2,851-87.8% | $2,399-85.5% | $4,379-92.1% |
| Participant deferral / active EE | $1,518 | $4,743-68.0% | $4,137-63.3% | $6,730-77.5% |
| Admin fee / account holder | $11,123 | $11,502-3.3% | $9,741+14.2% | $14,365-22.6% |