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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 | $120,577 | $117,846+2.3% | $102,434+17.7% | $145,884-17.3% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 11.81% | 31.90%-20.1pp | 29.46%-17.6pp | 551.85%-540.0pp |
| Employer contribution / active EE | $229 | $3,615-93.7% | $3,023-92.4% | $4,662-95.1% |
| Participant deferral / active EE | $3,811 | $5,733-33.5% | $5,055-24.6% | $6,690-43.0% |
| Admin fee / account holder | $29,282 | $13,356+119.2% | $9,462+209.5% | $13,392+118.7% |