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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 | $104,014 | $177,595-41.4% | $148,496-30.0% | $198,609-47.6% |
| Participation rate | 64.7% | 79.3%-14.5pp | 76.0%-11.3pp | 82.4%-17.7pp |
| Annual return | 12.62% | 9.97%+2.7pp | 12.33%+0.3pp | 202.70%-190.1pp |
| Employer contribution / active EE | $510 | $4,098-87.6% | $3,497-85.4% | $5,055-89.9% |
| Participant deferral / active EE | $2,806 | $5,539-49.3% | $4,808-41.7% | $6,977-59.8% |
| Admin fee / account holder | $7,298 | $27,010-73.0% | $19,547-62.7% | $19,030-61.7% |