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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 | $101,481 | $161,352-37.1% | $134,172-24.4% | $137,256-26.1% |
| Participation rate | 63.6% | 78.3%-14.6pp | 72.5%-8.8pp | 80.0%-16.3pp |
| Annual return | 13.14% | 28.72%-15.6pp | 25.30%-12.2pp | 220.34%-207.2pp |
| Employer contribution / active EE | $476 | $4,099-88.4% | $3,420-86.1% | $4,156-88.5% |
| Participant deferral / active EE | $5,951 | $5,552+7.2% | $4,690+26.9% | $6,407-7.1% |
| Admin fee / account holder | $10,389 | $15,028-30.9% | $12,016-13.5% | $12,270-15.3% |