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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 | $83,189 | $139,948-40.6% | $121,663-31.6% | $154,746-46.2% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.5%-24.5pp | 80.7%-30.7pp |
| Annual return | 14.93% | 230.52%-215.6pp | 147.54%-132.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $527 | $3,521-85.0% | $3,020-82.6% | $4,379-88.0% |
| Participant deferral / active EE | $5,669 | $5,629+0.7% | $4,887+16.0% | $6,730-15.8% |
| Admin fee / account holder | $12,788 | $17,321-26.2% | $14,289-10.5% | $14,365-11.0% |