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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 | $88,584 | $162,812-45.6% | $133,971-33.9% | $158,966-44.3% |
| Participation rate | 63.2% | 83.2%-20.1pp | 79.8%-16.7pp | 82.0%-18.8pp |
| Annual return | 11.19% | 41.94%-30.8pp | 45.09%-33.9pp | 302.95%-291.8pp |
| Employer contribution / active EE | $460 | $4,976-90.8% | $3,919-88.3% | $4,762-90.3% |
| Participant deferral / active EE | $2,543 | $5,910-57.0% | $5,047-49.6% | $5,983-57.5% |
| Admin fee / account holder | $12,740 | $11,741+8.5% | $8,929+42.7% | $11,250+13.2% |