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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 | $109,757 | $213,785-48.7% | $185,441-40.8% | $155,188-29.3% |
| Participation rate | 58.8% | 83.2%-24.4pp | 80.3%-21.4pp | 80.8%-22.0pp |
| Annual return | 10.80% | 19.97%-9.2pp | 20.16%-9.4pp | 148.84%-138.0pp |
| Employer contribution / active EE | $672 | $5,393-87.5% | $4,672-85.6% | $4,248-84.2% |
| Participant deferral / active EE | $5,354 | $6,864-22.0% | $6,152-13.0% | $6,531-18.0% |
| Admin fee / account holder | $13,930 | $21,134-34.1% | $17,890-22.1% | $14,480-3.8% |