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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 | $119,061 | $110,337+7.9% | $102,383+16.3% | $145,877-18.4% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 9.48% | 24.83%-15.4pp | 24.94%-15.5pp | 551.28%-541.8pp |
| Employer contribution / active EE | $30 | $4,216-99.3% | $3,870-99.2% | $4,663-99.4% |
| Participant deferral / active EE | $1,530 | $5,621-72.8% | $5,060-69.8% | $6,691-77.1% |
| Admin fee / account holder | $594 | $9,750-93.9% | $8,391-92.9% | $13,402-95.6% |