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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 | $83,909 | $110,410-24.0% | $102,437-18.1% | $145,897-42.5% |
| Participation rate | 52.2% | 77.9%-25.8pp | 74.5%-22.3pp | 80.3%-28.1pp |
| Annual return | 10.72% | 24.85%-14.1pp | 24.95%-14.2pp | 552.29%-541.6pp |
| Employer contribution / active EE | $811 | $4,217-80.8% | $3,871-79.1% | $4,663-82.6% |
| Participant deferral / active EE | $1,594 | $5,622-71.6% | $5,060-68.5% | $6,689-76.2% |
| Admin fee / account holder | $9,016 | $9,745-7.5% | $8,388+7.5% | $13,390-32.7% |