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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 | $116,674 | $97,550+19.6% | $120,344-3.0% | $87,485+33.4% |
| Participation rate | 53.1% | 72.8%-19.7pp | 76.7%-23.6pp | 68.9%-15.8pp |
| Annual return | 12.75% | 18.41%-5.7pp | 20.30%-7.6pp | 26.06%-13.3pp |
| Employer contribution / active EE | $544 | $2,291-76.3% | $3,020-82.0% | $2,596-79.1% |
| Participant deferral / active EE | $3,144 | $4,230-25.7% | $5,135-38.8% | $4,274-26.4% |
| Admin fee / account holder | $5,233 | $9,543-45.2% | $12,742-58.9% | $7,775-32.7% |