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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 | $110,177 | $114,119-3.5% | $107,187+2.8% | $138,895-20.7% |
| Participation rate | 14.3% | 78.1%-63.8pp | 75.0%-60.7pp | 79.9%-65.6pp |
| Annual return | 16.59% | 273.21%-256.6pp | 204.55%-188.0pp | 145.39%-128.8pp |
| Employer contribution / active EE | $501 | $4,059-87.7% | $3,782-86.8% | $4,194-88.1% |
| Participant deferral / active EE | $1,753 | $5,538-68.4% | $5,096-65.6% | $6,396-72.6% |
| Admin fee / account holder | $15,843 | $10,024+58.1% | $9,162+72.9% | $12,562+26.1% |