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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 | $104,448 | $114,119-8.5% | $107,187-2.6% | $138,895-24.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 18.23% | 273.21%-255.0pp | 204.55%-186.3pp | 145.39%-127.2pp |
| Employer contribution / active EE | $363 | $4,059-91.1% | $3,782-90.4% | $4,194-91.3% |
| Participant deferral / active EE | $9,111 | $5,538+64.5% | $5,096+78.8% | $6,396+42.4% |
| Admin fee / account holder | $1,700 | $10,024-83.0% | $9,162-81.4% | $12,562-86.5% |