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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 | $92,661 | $124,425-25.5% | $112,040-17.3% | $137,256-32.5% |
| Participation rate | 55.0% | 79.3%-24.3pp | 76.5%-21.5pp | 80.0%-25.0pp |
| Annual return | 12.59% | 24.72%-12.1pp | 24.52%-11.9pp | 220.34%-207.8pp |
| Employer contribution / active EE | $106 | $3,411-96.9% | $2,954-96.4% | $4,156-97.4% |
| Participant deferral / active EE | $1,873 | $5,718-67.2% | $5,098-63.3% | $6,407-70.8% |
| Admin fee / account holder | $13,136 | $15,207-13.6% | $12,098+8.6% | $12,270+7.1% |