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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 | $96,408 | $114,119-15.5% | $107,187-10.1% | $138,895-30.6% |
| Participation rate | 52.6% | 78.1%-25.4pp | 75.0%-22.4pp | 79.9%-27.3pp |
| Annual return | 15.97% | 273.21%-257.2pp | 204.55%-188.6pp | 145.39%-129.4pp |
| Employer contribution / active EE | $211 | $4,059-94.8% | $3,782-94.4% | $4,194-95.0% |
| Participant deferral / active EE | $2,177 | $5,538-60.7% | $5,096-57.3% | $6,396-66.0% |
| Admin fee / account holder | $17,750 | $10,024+77.1% | $9,162+93.7% | $12,562+41.3% |