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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 | $112,582 | $201,344-44.1% | $184,243-38.9% | $145,877-22.8% |
| Participation rate | 61.9% | 87.5%-25.6pp | 86.8%-24.9pp | 80.3%-18.4pp |
| Annual return | 10.66% | 29.01%-18.3pp | 28.82%-18.2pp | 551.28%-540.6pp |
| Employer contribution / active EE | $1,315 | $7,022-81.3% | $6,427-79.5% | $4,663-71.8% |
| Participant deferral / active EE | $4,269 | $9,807-56.5% | $9,132-53.3% | $6,691-36.2% |
| Admin fee / account holder | $14,836 | $16,382-9.4% | $13,914+6.6% | $13,402+10.7% |