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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 | $106,946 | $181,896-41.2% | $156,551-31.7% | $273,972-61.0% |
| Participation rate | 40.0% | 88.4%-48.4pp | 84.0%-44.0pp | 83.0%-43.0pp |
| Annual return | 8.77% | 30.74%-22.0pp | 32.23%-23.5pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,167 | $6,248-81.3% | $5,501-78.8% | $4,869-76.0% |
| Participant deferral / active EE | $2,638 | $5,550-52.5% | $4,871-45.9% | $5,287-50.1% |
| Admin fee / account holder | $401 | $15,560-97.4% | $13,028-96.9% | $10,133-96.0% |