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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 | $104,058 | $77,908+33.6% | $149,696-30.5% | $75,173+38.4% |
| Participation rate | 54.5% | 65.6%-11.0pp | 78.8%-24.2pp | 67.2%-12.7pp |
| Annual return | 19.68% | 31.73%-12.0pp | 134.46%-114.8pp | 160.72%-141.0pp |
| Employer contribution / active EE | $316 | $3,138-89.9% | $4,821-93.4% | $2,671-88.2% |
| Participant deferral / active EE | $6,320 | $3,411+85.3% | $5,682+11.2% | $4,126+53.2% |
| Admin fee / account holder | $11,362 | $5,950+91.0% | $13,212-14.0% | $5,651+101.1% |