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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 | $117,196 | $210,343-44.3% | $153,432-23.6% | $145,959-19.7% |
| Participation rate | 54.5% | 82.1%-27.6pp | 77.1%-22.5pp | 80.3%-25.7pp |
| Annual return | 10.76% | 13.38%-2.6pp | 15.66%-4.9pp | 561.95%-551.2pp |
| Employer contribution / active EE | $681 | $6,047-88.7% | $5,038-86.5% | $4,661-85.4% |
| Participant deferral / active EE | $3,015 | $7,977-62.2% | $6,757-55.4% | $6,689-54.9% |
| Admin fee / account holder | $28,057 | $19,424+44.5% | $12,725+120.5% | $13,398+109.4% |