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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 | $87,611 | $110,337-20.6% | $102,383-14.4% | $145,877-39.9% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.9pp |
| Annual return | 12.05% | 24.83%-12.8pp | 24.94%-12.9pp | 551.28%-539.2pp |
| Employer contribution / active EE | $751 | $4,216-82.2% | $3,870-80.6% | $4,663-83.9% |
| Participant deferral / active EE | $2,976 | $5,621-47.0% | $5,060-41.2% | $6,691-55.5% |
| Admin fee / account holder | $16,491 | $9,750+69.1% | $8,391+96.5% | $13,402+23.0% |