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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 | $107,585 | $181,896-40.9% | $156,551-31.3% | $273,972-60.7% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 10.63% | 30.74%-20.1pp | 32.23%-21.6pp | 41.46%-30.8pp |
| Employer contribution / active EE | $476 | $6,248-92.4% | $5,501-91.3% | $4,869-90.2% |
| Participant deferral / active EE | $5,828 | $5,550+5.0% | $4,871+19.6% | $5,287+10.2% |
| Admin fee / account holder | $1,192 | $15,560-92.3% | $13,028-90.9% | $10,133-88.2% |