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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 | $111,268 | $117,846-5.6% | $102,434+8.6% | $145,884-23.7% |
| Participation rate | 47.1% | 78.6%-31.6pp | 76.5%-29.4pp | 80.3%-33.2pp |
| Annual return | 10.71% | 31.90%-21.2pp | 29.46%-18.7pp | 551.85%-541.1pp |
| Employer contribution / active EE | $533 | $3,615-85.3% | $3,023-82.4% | $4,662-88.6% |
| Participant deferral / active EE | $2,743 | $5,733-52.2% | $5,055-45.7% | $6,690-59.0% |
| Admin fee / account holder | $5,521 | $13,356-58.7% | $9,462-41.7% | $13,392-58.8% |