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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 | $113,238 | $111,535+1.5% | $105,223+7.6% | $137,256-17.5% |
| Participation rate | 14.3% | 78.1%-63.8pp | 75.0%-60.8pp | 80.0%-65.7pp |
| Annual return | 17.83% | 237.85%-220.0pp | 180.65%-162.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $101 | $3,939-97.4% | $3,689-97.3% | $4,156-97.6% |
| Participant deferral / active EE | $3,530 | $5,500-35.8% | $5,072-30.4% | $6,407-44.9% |
| Admin fee / account holder | $1,727 | $9,721-82.2% | $8,859-80.5% | $12,270-85.9% |