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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 | $105,251 | $97,078+8.4% | $103,065+2.1% | $145,897-27.9% |
| Participation rate | 40.0% | 81.1%-41.1pp | 80.6%-40.6pp | 80.3%-40.3pp |
| Annual return | 28.47% | 25.49%+3.0pp | 23.95%+4.5pp | 552.29%-523.8pp |
| Employer contribution / active EE | $250 | $4,680-94.7% | $4,675-94.7% | $4,663-94.6% |
| Participant deferral / active EE | $7,683 | $6,601+16.4% | $6,625+16.0% | $6,689+14.9% |
| Admin fee / account holder | $704 | $12,505-94.4% | $9,349-92.5% | $13,390-94.7% |