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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 | $84,056 | $117,895-28.7% | $102,460-18.0% | $145,897-42.4% |
| Participation rate | 42.1% | 78.6%-36.5pp | 76.5%-34.4pp | 80.3%-38.2pp |
| Annual return | 11.09% | 31.92%-20.8pp | 29.47%-18.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $693 | $3,619-80.8% | $3,025-77.1% | $4,663-85.1% |
| Participant deferral / active EE | $2,330 | $5,736-59.4% | $5,056-53.9% | $6,689-65.2% |
| Admin fee / account holder | $1,328 | $13,353-90.1% | $9,460-86.0% | $13,390-90.1% |