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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 | $82,102 | $94,436-13.1% | $115,599-29.0% | $82,637-0.6% |
| Participation rate | 56.3% | 70.4%-14.2pp | 74.3%-18.0pp | 68.1%-11.8pp |
| Annual return | 16.11% | 18.37%-2.3pp | 111.10%-95.0pp | 53.51%-37.4pp |
| Employer contribution / active EE | $369 | $2,324-84.1% | $2,955-87.5% | $2,552-85.5% |
| Participant deferral / active EE | $1,836 | $3,955-53.6% | $4,889-62.5% | $4,126-55.5% |
| Admin fee / account holder | $9,964 | $10,328-3.5% | $12,841-22.4% | $7,339+35.8% |