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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 | $107,690 | $125,193-14.0% | $105,591+2.0% | $145,978-26.2% |
| Participation rate | 64.7% | 77.6%-12.9pp | 75.3%-10.6pp | 80.3%-15.6pp |
| Annual return | 9.52% | 225.53%-216.0pp | 116.43%-106.9pp | 550.52%-541.0pp |
| Employer contribution / active EE | $669 | $3,718-82.0% | $3,166-78.9% | $4,662-85.6% |
| Participant deferral / active EE | $3,629 | $5,708-36.4% | $5,008-27.5% | $6,690-45.8% |
| Admin fee / account holder | $1,033 | $17,277-94.0% | $11,024-90.6% | $13,400-92.3% |