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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 | $115,207 | $124,425-7.4% | $112,040+2.8% | $137,256-16.1% |
| Participation rate | 55.0% | 79.3%-24.3pp | 76.5%-21.5pp | 80.0%-25.0pp |
| Annual return | 14.25% | 24.72%-10.5pp | 24.52%-10.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $269 | $3,411-92.1% | $2,954-90.9% | $4,156-93.5% |
| Participant deferral / active EE | $2,685 | $5,718-53.0% | $5,098-47.3% | $6,407-58.1% |
| Admin fee / account holder | $19,540 | $15,207+28.5% | $12,098+61.5% | $12,270+59.2% |