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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 | $96,857 | $90,674+6.8% | $96,707+0.2% | $82,448+17.5% |
| Participation rate | 55.6% | 75.9%-20.4pp | 80.4%-24.8pp | 68.1%-12.5pp |
| Annual return | 18.14% | 49.05%-30.9pp | 34.78%-16.6pp | 41.64%-23.5pp |
| Employer contribution / active EE | $550 | $3,975-86.2% | $4,191-86.9% | $2,551-78.5% |
| Participant deferral / active EE | $2,036 | $5,696-64.3% | $5,997-66.0% | $4,139-50.8% |
| Admin fee / account holder | $1,185 | $7,568-84.3% | $7,503-84.2% | $7,234-83.6% |