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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 | $69,374 | $43,749+58.6% | $158,223-56.2% | $65,306+6.2% |
| Participation rate | 20.0% | 56.9%-36.9pp | 79.2%-59.2pp | 57.7%-37.7pp |
| Annual return | 14.64% | 19.41%-4.8pp | 52.09%-37.5pp | 21.94%-7.3pp |
| Employer contribution / active EE | $147 | $1,497-90.2% | $4,109-96.4% | $1,967-92.5% |
| Participant deferral / active EE | $967 | $2,019-52.1% | $5,467-82.3% | $2,959-67.3% |
| Admin fee / account holder | $9,144 | $1,930+373.7% | $16,047-43.0% | $3,480+162.8% |