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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 | $81,442 | $55,457+46.9% | $77,361+5.3% | $94,015-13.4% |
| Participation rate | 31.7% | 69.8%-38.1pp | 75.0%-43.2pp | 70.8%-39.1pp |
| Annual return | 14.34% | 15.57%-1.2pp | 1011.54%-997.2pp | 17.84%-3.5pp |
| Employer contribution / active EE | $297 | $2,255-86.8% | $2,990-90.1% | $2,790-89.4% |
| Participant deferral / active EE | $1,384 | $3,069-54.9% | $3,911-64.6% | $4,249-67.4% |
| Admin fee / account holder | $1,429 | $4,334-67.0% | $5,894-75.8% | $8,951-84.0% |