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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 | $115,225-22.9% | $100,712-11.8% | $138,895-36.0% |
| Participation rate | 42.9% | 74.3%-31.5pp | 69.3%-26.4pp | 79.9%-37.1pp |
| Annual return | 11.69% | 40.35%-28.7pp | 33.27%-21.6pp | 145.39%-133.7pp |
| Employer contribution / active EE | $348 | $2,771-87.4% | $2,313-85.0% | $4,194-91.7% |
| Participant deferral / active EE | $1,518 | $4,699-67.7% | $4,085-62.9% | $6,396-76.3% |
| Admin fee / account holder | $11,123 | $10,844+2.6% | $9,256+20.2% | $12,562-11.5% |