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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 | $75,018 | $67,602+11.0% | $82,312-8.9% | $70,126+7.0% |
| Participation rate | 56.3% | 72.8%-16.5pp | 76.9%-20.6pp | 69.5%-13.3pp |
| Annual return | 12.65% | 21.57%-8.9pp | 25.88%-13.2pp | 73.15%-60.5pp |
| Employer contribution / active EE | $2 | $1,755-99.9% | $2,428-99.9% | $2,343-99.9% |
| Participant deferral / active EE | $2,566 | $2,987-14.1% | $3,706-30.8% | $3,332-23.0% |
| Admin fee / account holder | $1,645 | $4,512-63.5% | $5,608-70.7% | $4,645-64.6% |