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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 | $132,099-21.3% | $115,599-10.0% | $138,895-25.1% |
| Participation rate | 64.7% | 77.9%-13.2pp | 74.3%-9.6pp | 79.9%-15.2pp |
| Annual return | 12.62% | 176.76%-164.1pp | 111.10%-98.5pp | 145.39%-132.8pp |
| Employer contribution / active EE | $510 | $3,416-85.1% | $2,955-82.7% | $4,194-87.8% |
| Participant deferral / active EE | $2,806 | $5,617-50.1% | $4,889-42.6% | $6,396-56.1% |
| Admin fee / account holder | $7,298 | $15,650-53.4% | $12,841-43.2% | $12,562-41.9% |