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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 | $86,372 | $102,429-15.7% | $147,096-41.3% | $80,925+6.7% |
| Participation rate | 32.1% | 75.9%-43.7pp | 82.2%-50.0pp | 67.7%-35.5pp |
| Annual return | 12.90% | 135.02%-122.1pp | 419.75%-406.8pp | 35.65%-22.7pp |
| Employer contribution / active EE | $759 | $3,716-79.6% | $4,936-84.6% | $2,756-72.5% |
| Participant deferral / active EE | $2,792 | $6,649-58.0% | $8,071-65.4% | $4,299-35.0% |
| Admin fee / account holder | $31,930 | $7,957+301.3% | $13,005+145.5% | $6,940+360.1% |