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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 | $97,058 | $126,661-23.4% | $113,397-14.4% | $138,895-30.1% |
| Participation rate | 47.6% | 79.4%-31.8pp | 76.5%-28.9pp | 79.9%-32.3pp |
| Annual return | 13.39% | 25.05%-11.7pp | 23.20%-9.8pp | 145.39%-132.0pp |
| Employer contribution / active EE | $240 | $3,456-93.1% | $2,977-91.9% | $4,194-94.3% |
| Participant deferral / active EE | $2,033 | $5,693-64.3% | $5,076-60.0% | $6,396-68.2% |
| Admin fee / account holder | $597 | $14,549-95.9% | $11,957-95.0% | $12,562-95.3% |