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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 | $108,925 | $97,125+12.1% | $86,233+26.3% | $137,256-20.6% |
| Participation rate | 54.5% | 74.2%-19.7pp | 69.0%-14.5pp | 80.0%-25.4pp |
| Annual return | 15.34% | 74.19%-58.8pp | 61.39%-46.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $220 | $2,841-92.3% | $2,504-91.2% | $4,156-94.7% |
| Participant deferral / active EE | $2,133 | $5,180-58.8% | $4,559-53.2% | $6,407-66.7% |
| Admin fee / account holder | $15,743 | $9,725+61.9% | $8,342+88.7% | $12,270+28.3% |