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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 | $103,810 | $117,904-12.0% | $102,457+1.3% | $145,978-28.9% |
| Participation rate | 52.9% | 78.6%-25.7pp | 76.5%-23.6pp | 80.3%-27.4pp |
| Annual return | 9.17% | 31.80%-22.6pp | 29.41%-20.2pp | 550.52%-541.4pp |
| Employer contribution / active EE | $214 | $3,613-94.1% | $3,022-92.9% | $4,662-95.4% |
| Participant deferral / active EE | $1,911 | $5,733-66.7% | $5,054-62.2% | $6,690-71.4% |
| Admin fee / account holder | $1,601 | $13,329-88.0% | $9,451-83.1% | $13,400-88.1% |