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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 | $95,594 | $106,267-10.0% | $96,520-1.0% | $139,456-31.5% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 16.77% | 38.45%-21.7pp | 35.72%-19.0pp | 373.45%-356.7pp |
| Employer contribution / active EE | $764 | $4,105-81.4% | $3,739-79.6% | $4,753-83.9% |
| Participant deferral / active EE | $3,285 | $5,454-39.8% | $4,879-32.7% | $6,711-51.1% |
| Admin fee / account holder | $5,814 | $7,882-26.2% | $6,733-13.6% | $11,407-49.0% |