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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 | $116,382 | $199,109-41.5% | $173,730-33.0% | $154,746-24.8% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 15.78% | 20.02%-4.2pp | 19.96%-4.2pp | 172.34%-156.6pp |
| Employer contribution / active EE | $954 | $5,311-82.0% | $4,577-79.2% | $4,379-78.2% |
| Participant deferral / active EE | $6,614 | $7,113-7.0% | $6,326+4.5% | $6,730-1.7% |
| Admin fee / account holder | $49,068 | $20,916+134.6% | $17,523+180.0% | $14,365+241.6% |