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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 | $115,950 | $181,896-36.3% | $156,551-25.9% | $273,972-57.7% |
| Participation rate | 34.8% | 88.4%-53.6pp | 84.0%-49.2pp | 83.0%-48.2pp |
| Annual return | 6.92% | 30.74%-23.8pp | 32.23%-25.3pp | 41.46%-34.5pp |
| Employer contribution / active EE | $966 | $6,248-84.5% | $5,501-82.4% | $4,869-80.2% |
| Participant deferral / active EE | $1,881 | $5,550-66.1% | $4,871-61.4% | $5,287-64.4% |
| Admin fee / account holder | $4,201 | $15,560-73.0% | $13,028-67.8% | $10,133-58.5% |