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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 | $110,339 | $138,312-20.2% | $122,979-10.3% | $155,188-28.9% |
| Participation rate | 44.4% | 80.2%-35.8pp | 77.2%-32.7pp | 80.8%-36.4pp |
| Annual return | 10.08% | 22.06%-12.0pp | 20.12%-10.0pp | 148.84%-138.8pp |
| Employer contribution / active EE | $353 | $3,530-90.0% | $3,062-88.5% | $4,248-91.7% |
| Participant deferral / active EE | $2,127 | $5,592-62.0% | $5,003-57.5% | $6,531-67.4% |
| Admin fee / account holder | $41,995 | $15,089+178.3% | $12,864+226.4% | $14,480+190.0% |