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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 | $95,198 | $114,119-16.6% | $107,187-11.2% | $138,895-31.5% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 79.9%-22.8pp |
| Annual return | 15.71% | 273.21%-257.5pp | 204.55%-188.8pp | 145.39%-129.7pp |
| Employer contribution / active EE | $625 | $4,059-84.6% | $3,782-83.5% | $4,194-85.1% |
| Participant deferral / active EE | $3,617 | $5,538-34.7% | $5,096-29.0% | $6,396-43.5% |
| Admin fee / account holder | $1,289 | $10,024-87.1% | $9,162-85.9% | $12,562-89.7% |