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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 | $86,863 | $85,766+1.3% | $136,297-36.3% | $70,131+23.9% |
| Participation rate | 64.4% | 74.2%-9.7pp | 81.9%-17.5pp | 69.5%-5.1pp |
| Annual return | 15.59% | 31.45%-15.9pp | 5156.16%-5140.6pp | 73.14%-57.6pp |
| Employer contribution / active EE | $417 | $2,966-85.9% | $4,696-91.1% | $2,342-82.2% |
| Participant deferral / active EE | $2,745 | $5,051-45.7% | $6,247-56.1% | $3,332-17.6% |
| Admin fee / account holder | $5,018 | $5,420-7.4% | $9,244-45.7% | $4,645+8.0% |