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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 | $80,774 | $147,594-45.3% | $121,871-33.7% | $198,609-59.3% |
| Participation rate | 52.9% | 78.0%-25.0pp | 73.2%-20.3pp | 82.4%-29.4pp |
| Annual return | 13.07% | 12.94%+0.1pp | 13.57%-0.5pp | 202.70%-189.6pp |
| Employer contribution / active EE | $478 | $3,007-84.1% | $2,731-82.5% | $5,055-90.5% |
| Participant deferral / active EE | $1,995 | $5,168-61.4% | $4,318-53.8% | $6,977-71.4% |
| Admin fee / account holder | $4,189 | $15,134-72.3% | $11,551-63.7% | $19,030-78.0% |