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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 | $114,622 | $110,337+3.9% | $102,383+12.0% | $145,877-21.4% |
| Participation rate | 38.9% | 77.9%-39.0pp | 74.5%-35.6pp | 80.3%-41.4pp |
| Annual return | 13.96% | 24.83%-10.9pp | 24.94%-11.0pp | 551.28%-537.3pp |
| Employer contribution / active EE | $408 | $4,216-90.3% | $3,870-89.5% | $4,663-91.3% |
| Participant deferral / active EE | $4,350 | $5,621-22.6% | $5,060-14.0% | $6,691-35.0% |
| Admin fee / account holder | $105,836 | $9,750+985.5% | $8,391+1161.3% | $13,402+689.7% |