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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 | $134,373 | $181,896-26.1% | $156,551-14.2% | $273,972-51.0% |
| Participation rate | 55.0% | 88.4%-33.4pp | 84.0%-29.0pp | 83.0%-28.0pp |
| Annual return | 7.14% | 30.74%-23.6pp | 32.23%-25.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,170 | $6,248-81.3% | $5,501-78.7% | $4,869-76.0% |
| Participant deferral / active EE | $3,641 | $5,550-34.4% | $4,871-25.3% | $5,287-31.1% |
| Admin fee / account holder | $8,931 | $15,560-42.6% | $13,028-31.5% | $10,133-11.9% |