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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 | $94,408 | $132,310-28.6% | $105,754-10.7% | $273,968-65.5% |
| Participation rate | 52.2% | 83.2%-31.0pp | 78.9%-26.7pp | 83.0%-30.8pp |
| Annual return | 11.06% | 10.08%+1.0pp | 12.25%-1.2pp | 41.45%-30.4pp |
| Employer contribution / active EE | $871 | $4,867-82.1% | $4,079-78.6% | $4,869-82.1% |
| Participant deferral / active EE | $2,479 | $6,233-60.2% | $5,326-53.5% | $5,287-53.1% |
| Admin fee / account holder | $2,468 | $12,036-79.5% | $8,309-70.3% | $10,132-75.6% |