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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 | $102,434 | $80,748+26.9% | $102,3830% | $74,429+37.6% |
| Participation rate | 26.1% | 65.7%-39.6pp | 74.5%-48.5pp | 67.2%-41.2pp |
| Annual return | 13.94% | 27.57%-13.6pp | 24.94%-11.0pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $596 | $3,159-81.2% | $3,870-84.6% | $2,625-77.3% |
| Participant deferral / active EE | $2,493 | $3,861-35.4% | $5,060-50.7% | $4,348-42.7% |
| Admin fee / account holder | $13,102 | $2,371+452.7% | $8,391+56.1% | $1,944+573.9% |