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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 | $86,925 | $58,493+48.6% | $84,023+3.5% | $72,976+19.1% |
| Participation rate | 31.4% | 61.2%-29.8pp | 69.0%-37.6pp | 69.5%-38.1pp |
| Annual return | 22.66% | 28.93%-6.3pp | 71.32%-48.7pp | 81.02%-58.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,344 | $2,394-43.9% | $3,239-58.5% | $3,608-62.8% |
| Admin fee / account holder | $1,491 | $4,569-67.4% | $6,102-75.6% | $5,124-70.9% |