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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 | $94,977 | $110,212-13.8% | $96,534-1.6% | $139,466-31.9% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 22.76% | 26.42%-3.7pp | 25.88%-3.1pp | 373.66%-350.9pp |
| Employer contribution / active EE | $435 | $3,620-88.0% | $2,965-85.3% | $4,754-90.8% |
| Participant deferral / active EE | $3,838 | $5,547-30.8% | $4,851-20.9% | $6,712-42.8% |
| Admin fee / account holder | $16,931 | $11,599+46.0% | $8,253+105.1% | $11,409+48.4% |