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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 | $87,966 | $78,428+12.2% | $95,960-8.3% | $79,852+10.2% |
| Participation rate | 40.0% | 73.5%-33.5pp | 77.1%-37.1pp | 69.6%-29.6pp |
| Annual return | 18.96% | 19.37%-0.4pp | 91.63%-72.7pp | 31.72%-12.8pp |
| Employer contribution / active EE | $183 | $1,945-90.6% | $2,541-92.8% | $2,471-92.6% |
| Participant deferral / active EE | $1,618 | $3,440-53.0% | $4,167-61.2% | $3,740-56.7% |
| Admin fee / account holder | $424 | $5,622-92.5% | $6,797-93.8% | $5,306-92.0% |