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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 | $210,908-44.4% | $153,643-23.7% | $145,884-19.7% |
| Participation rate | 54.5% | 82.1%-27.6pp | 77.1%-22.5pp | 80.3%-25.8pp |
| Annual return | 10.76% | 13.46%-2.7pp | 15.71%-5.0pp | 551.85%-541.1pp |
| Employer contribution / active EE | $681 | $6,055-88.8% | $5,039-86.5% | $4,662-85.4% |
| Participant deferral / active EE | $3,015 | $7,976-62.2% | $6,754-55.4% | $6,690-54.9% |
| Admin fee / account holder | $28,057 | $19,477+44.1% | $12,739+120.2% | $13,392+109.5% |