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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 | $97,085 | $177,156-45.2% | $147,027-34.0% | $154,746-37.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 73.7%-23.7pp | 80.7%-30.7pp |
| Annual return | 11.26% | 21.94%-10.7pp | 20.23%-9.0pp | 172.34%-161.1pp |
| Employer contribution / active EE | $396 | $4,336-90.9% | $3,626-89.1% | $4,379-91.0% |
| Participant deferral / active EE | $1,979 | $5,797-65.9% | $4,933-59.9% | $6,730-70.6% |
| Admin fee / account holder | $13,082 | $14,904-12.2% | $12,223+7.0% | $14,365-8.9% |