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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 | $98,078 | $124,425-21.2% | $112,040-12.5% | $137,256-28.5% |
| Participation rate | 57.9% | 79.3%-21.4pp | 76.5%-18.6pp | 80.0%-22.1pp |
| Annual return | 14.21% | 24.72%-10.5pp | 24.52%-10.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $731 | $3,411-78.6% | $2,954-75.3% | $4,156-82.4% |
| Participant deferral / active EE | $3,000 | $5,718-47.5% | $5,098-41.1% | $6,407-53.2% |
| Admin fee / account holder | $15,522 | $15,207+2.1% | $12,098+28.3% | $12,270+26.5% |