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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 | $94,234 | $201,370-53.2% | $184,256-48.9% | $145,897-35.4% |
| Participation rate | 55.6% | 87.5%-31.9pp | 86.8%-31.3pp | 80.3%-24.8pp |
| Annual return | 9.88% | 29.05%-19.2pp | 28.85%-19.0pp | 552.29%-542.4pp |
| Employer contribution / active EE | $915 | $7,024-87.0% | $6,427-85.8% | $4,663-80.4% |
| Participant deferral / active EE | $3,225 | $9,808-67.1% | $9,133-64.7% | $6,689-51.8% |
| Admin fee / account holder | $6,750 | $16,364-58.7% | $13,899-51.4% | $13,390-49.6% |