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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 | $184,014-40.4% | $161,149-31.9% | $138,895-21.0% |
| Participation rate | 58.8% | 82.1%-23.3pp | 78.8%-20.0pp | 79.9%-21.1pp |
| Annual return | 10.80% | 21.52%-10.7pp | 21.16%-10.4pp | 145.39%-134.6pp |
| Employer contribution / active EE | $672 | $5,055-86.7% | $4,360-84.6% | $4,194-84.0% |
| Participant deferral / active EE | $5,354 | $6,909-22.5% | $6,153-13.0% | $6,396-16.3% |
| Admin fee / account holder | $13,930 | $18,027-22.7% | $15,194-8.3% | $12,562+10.9% |