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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 | $136,860-28.3% | $120,344-18.5% | $154,746-36.6% |
| Participation rate | 57.9% | 79.9%-22.0pp | 76.7%-18.8pp | 80.7%-22.8pp |
| Annual return | 14.21% | 21.38%-7.2pp | 20.30%-6.1pp | 172.34%-158.1pp |
| Employer contribution / active EE | $731 | $3,533-79.3% | $3,020-75.8% | $4,379-83.3% |
| Participant deferral / active EE | $3,000 | $5,793-48.2% | $5,135-41.6% | $6,730-55.4% |
| Admin fee / account holder | $15,522 | $15,393+0.8% | $12,742+21.8% | $14,365+8.0% |