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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 | $107,337 | $112,729-4.8% | $98,716+8.7% | $137,256-21.8% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.3%-29.3pp | 80.0%-40.0pp |
| Annual return | 13.40% | 38.48%-25.1pp | 31.81%-18.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $213 | $2,725-92.2% | $2,279-90.7% | $4,156-94.9% |
| Participant deferral / active EE | $2,318 | $4,640-50.0% | $4,048-42.7% | $6,407-63.8% |
| Admin fee / account holder | $20,511 | $10,129+102.5% | $8,703+135.7% | $12,270+67.2% |