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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 | $98,142 | $126,661-22.5% | $113,397-13.5% | $138,895-29.3% |
| Participation rate | 38.9% | 79.4%-40.6pp | 76.5%-37.6pp | 79.9%-41.0pp |
| Annual return | 12.52% | 25.05%-12.5pp | 23.20%-10.7pp | 145.39%-132.9pp |
| Employer contribution / active EE | $404 | $3,456-88.3% | $2,977-86.4% | $4,194-90.4% |
| Participant deferral / active EE | $2,263 | $5,693-60.2% | $5,076-55.4% | $6,396-64.6% |
| Admin fee / account holder | $403 | $14,549-97.2% | $11,957-96.6% | $12,562-96.8% |