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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 | $85,942 | $138,312-37.9% | $122,979-30.1% | $155,188-44.6% |
| Participation rate | 58.3% | 80.2%-21.9pp | 77.2%-18.9pp | 80.8%-22.5pp |
| Annual return | 9.06% | 22.06%-13.0pp | 20.12%-11.1pp | 148.84%-139.8pp |
| Employer contribution / active EE | $193 | $3,530-94.5% | $3,062-93.7% | $4,248-95.5% |
| Participant deferral / active EE | $3,061 | $5,592-45.3% | $5,003-38.8% | $6,531-53.1% |
| Admin fee / account holder | $9,024 | $15,089-40.2% | $12,864-29.9% | $14,480-37.7% |