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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 | $104,014 | $139,948-25.7% | $121,663-14.5% | $154,746-32.8% |
| Participation rate | 64.7% | 78.0%-13.3pp | 74.5%-9.8pp | 80.7%-16.0pp |
| Annual return | 12.62% | 230.52%-217.9pp | 147.54%-134.9pp | 172.34%-159.7pp |
| Employer contribution / active EE | $510 | $3,521-85.5% | $3,020-83.1% | $4,379-88.4% |
| Participant deferral / active EE | $2,806 | $5,629-50.2% | $4,887-42.6% | $6,730-58.3% |
| Admin fee / account holder | $7,298 | $17,321-57.9% | $14,289-48.9% | $14,365-49.2% |