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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 | $104,806 | $81,504+28.6% | $102,437+2.3% | $80,959+29.5% |
| Participation rate | 57.1% | 66.9%-9.7pp | 74.5%-17.4pp | 67.7%-10.5pp |
| Annual return | 10.73% | 25.60%-14.9pp | 24.95%-14.2pp | 35.67%-24.9pp |
| Employer contribution / active EE | $103 | $3,104-96.7% | $3,871-97.3% | $2,757-96.2% |
| Participant deferral / active EE | $2,487 | $3,871-35.8% | $5,060-50.9% | $4,300-42.2% |
| Admin fee / account holder | $6,703 | $6,719-0.2% | $8,388-20.1% | $6,925-3.2% |