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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 | $124,528 | $124,425+0.1% | $112,040+11.1% | $137,256-9.3% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.5%-43.2pp | 80.0%-46.6pp |
| Annual return | 11.04% | 24.72%-13.7pp | 24.52%-13.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $676 | $3,411-80.2% | $2,954-77.1% | $4,156-83.7% |
| Participant deferral / active EE | $1,983 | $5,718-65.3% | $5,098-61.1% | $6,407-69.0% |
| Admin fee / account holder | $50,332 | $15,207+231.0% | $12,098+316.0% | $12,270+310.2% |