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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 | $135,827 | $58,512+132.1% | $84,020+61.7% | $72,983+86.1% |
| Participation rate | 36.4% | 61.2%-24.9pp | 69.0%-32.6pp | 69.5%-33.1pp |
| Annual return | 17.41% | 28.93%-11.5pp | 71.31%-53.9pp | 81.01%-63.6pp |
| Employer contribution / active EE | $3 | $1,163-99.7% | $1,984-99.8% | $2,440-99.9% |
| Participant deferral / active EE | $1,522 | $2,394-36.4% | $3,239-53.0% | $3,608-57.8% |
| Admin fee / account holder | $15,762 | $4,569+245.0% | $6,101+158.3% | $5,124+207.6% |