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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 | $97,765+7.7% | $103,486+1.7% | $145,884-27.9% |
| Participation rate | 40.0% | 81.1%-41.1pp | 80.5%-40.5pp | 80.3%-40.3pp |
| Annual return | 28.47% | 25.44%+3.0pp | 23.93%+4.5pp | 551.85%-523.4pp |
| Employer contribution / active EE | $250 | $4,687-94.7% | $4,679-94.7% | $4,662-94.6% |
| Participant deferral / active EE | $7,683 | $6,606+16.3% | $6,628+15.9% | $6,690+14.9% |
| Admin fee / account holder | $704 | $12,505-94.4% | $9,354-92.5% | $13,392-94.7% |