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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 | $114,301 | $184,014-37.9% | $161,149-29.1% | $138,895-17.7% |
| Participation rate | 37.5% | 82.1%-44.6pp | 78.8%-41.3pp | 79.9%-42.4pp |
| Annual return | 13.25% | 21.52%-8.3pp | 21.16%-7.9pp | 145.39%-132.1pp |
| Employer contribution / active EE | $1,019 | $5,055-79.8% | $4,360-76.6% | $4,194-75.7% |
| Participant deferral / active EE | $3,403 | $6,909-50.8% | $6,153-44.7% | $6,396-46.8% |
| Admin fee / account holder | $18,096 | $18,027+0.4% | $15,194+19.1% | $12,562+44.1% |