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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 | $80,925 | $126,636-36.1% | $312,151-74.1% | $116,462-30.5% |
| Participation rate | 68.6% | 82.6%-13.9pp | 89.1%-20.5pp | 74.7%-6.1pp |
| Annual return | 20.17% | 15.31%+4.9pp | 1.82%+18.4pp | 15.65%+4.5pp |
| Employer contribution / active EE | $994 | $3,444-71.2% | $8,031-87.6% | $3,231-69.3% |
| Participant deferral / active EE | $4,427 | $4,369+1.3% | $5,370-17.5% | $3,836+15.4% |
| Admin fee / account holder | $12,904 | $16,098-19.8% | $51,799-75.1% | $12,754+1.2% |