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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 | $111,391 | $117,846-5.5% | $102,434+8.7% | $145,884-23.6% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 16.50% | 31.90%-15.4pp | 29.46%-13.0pp | 551.85%-535.4pp |
| Employer contribution / active EE | $254 | $3,615-93.0% | $3,023-91.6% | $4,662-94.6% |
| Participant deferral / active EE | $2,141 | $5,733-62.7% | $5,055-57.6% | $6,690-68.0% |
| Admin fee / account holder | $14,107 | $13,356+5.6% | $9,462+49.1% | $13,392+5.3% |