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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 | $197,358 | $142,354+38.6% | $125,529+57.2% | $155,188+27.2% |
| Participation rate | 55.0% | 78.1%-23.1pp | 74.7%-19.7pp | 80.8%-25.8pp |
| Annual return | 9.59% | 306.06%-296.5pp | 202.56%-193.0pp | 148.84%-139.2pp |
| Employer contribution / active EE | $218 | $3,501-93.8% | $3,058-92.9% | $4,248-94.9% |
| Participant deferral / active EE | $2,857 | $5,491-48.0% | $4,813-40.6% | $6,531-56.3% |
| Admin fee / account holder | $81,661 | $19,392+321.1% | $16,298+401.0% | $14,480+464.0% |