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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 | $80,075 | $106,524-24.8% | $152,301-47.4% | $87,485-8.5% |
| Participation rate | 53.8% | 75.8%-21.9pp | 82.4%-28.6pp | 68.9%-15.1pp |
| Annual return | 16.22% | 26.89%-10.7pp | 80.50%-64.3pp | 26.06%-9.8pp |
| Employer contribution / active EE | $231 | $3,371-93.2% | $4,624-95.0% | $2,596-91.1% |
| Participant deferral / active EE | $5,249 | $6,525-19.5% | $8,004-34.4% | $4,274+22.8% |
| Admin fee / account holder | $3,004 | $8,287-63.8% | $14,398-79.1% | $7,775-61.4% |