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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 | $96,321 | $167,415-42.5% | $140,514-31.5% | $198,609-51.5% |
| Participation rate | 55.0% | 80.9%-25.9pp | 77.8%-22.8pp | 82.4%-27.4pp |
| Annual return | 14.32% | 13.85%+0.5pp | 14.36%0pp | 202.70%-188.4pp |
| Employer contribution / active EE | $888 | $4,088-78.3% | $3,378-73.7% | $5,055-82.4% |
| Participant deferral / active EE | $2,867 | $5,579-48.6% | $4,919-41.7% | $6,977-58.9% |
| Admin fee / account holder | $11,520 | $16,730-31.1% | $13,697-15.9% | $19,030-39.5% |