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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 | $107,962 | $110,039-1.9% | $97,260+11.0% | $145,884-26.0% |
| Participation rate | 23.8% | 75.9%-52.1pp | 72.7%-48.9pp | 80.3%-56.5pp |
| Annual return | 18.40% | 244.44%-226.0pp | 75.54%-57.1pp | 551.85%-533.4pp |
| Employer contribution / active EE | $323 | $3,074-89.5% | $2,721-88.1% | $4,662-93.1% |
| Participant deferral / active EE | $5,589 | $4,674+19.6% | $4,262+31.2% | $6,690-16.4% |
| Admin fee / account holder | $1,161 | $6,204-81.3% | $5,640-79.4% | $13,392-91.3% |