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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 | $110,914 | $117,846-5.9% | $102,434+8.3% | $145,884-24.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 16.68% | 31.90%-15.2pp | 29.46%-12.8pp | 551.85%-535.2pp |
| Employer contribution / active EE | $337 | $3,615-90.7% | $3,023-88.8% | $4,662-92.8% |
| Participant deferral / active EE | $2,232 | $5,733-61.1% | $5,055-55.9% | $6,690-66.6% |
| Admin fee / account holder | $422 | $13,356-96.8% | $9,462-95.5% | $13,392-96.9% |