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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 | $90,361 | $209,336-56.8% | $197,124-54.2% | $137,256-34.2% |
| Participation rate | 52.4% | 87.3%-34.9pp | 86.7%-34.3pp | 80.0%-27.6pp |
| Annual return | 25.60% | 48.09%-22.5pp | 44.34%-18.7pp | 220.34%-194.7pp |
| Employer contribution / active EE | $1,119 | $6,591-83.0% | $6,227-82.0% | $4,156-73.1% |
| Participant deferral / active EE | $3,261 | $9,614-66.1% | $9,135-64.3% | $6,407-49.1% |
| Admin fee / account holder | $7,633 | $17,308-55.9% | $16,298-53.2% | $12,270-37.8% |