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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 | $99,610 | $124,330-19.9% | $109,173-8.8% | $167,536-40.5% |
| Participation rate | 60.0% | 79.5%-19.5pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 10.51% | 26.04%-15.5pp | 25.75%-15.2pp | 478.82%-468.3pp |
| Employer contribution / active EE | $306 | $4,209-92.7% | $3,723-91.8% | $4,839-93.7% |
| Participant deferral / active EE | $2,241 | $5,256-57.4% | $4,654-51.9% | $6,342-64.7% |
| Admin fee / account holder | $6,862 | $7,974-13.9% | $6,755+1.6% | $12,315-44.3% |