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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 | $118,471 | $114,119+3.8% | $107,187+10.5% | $138,895-14.7% |
| Participation rate | 43.8% | 78.1%-34.3pp | 75.0%-31.3pp | 79.9%-36.2pp |
| Annual return | 13.79% | 273.21%-259.4pp | 204.55%-190.8pp | 145.39%-131.6pp |
| Employer contribution / active EE | $658 | $4,059-83.8% | $3,782-82.6% | $4,194-84.3% |
| Participant deferral / active EE | $1,832 | $5,538-66.9% | $5,096-64.0% | $6,396-71.4% |
| Admin fee / account holder | $2,049 | $10,024-79.6% | $9,162-77.6% | $12,562-83.7% |