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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 | $93,965 | $71,197+32.0% | $93,669+0.3% | $80,925+16.1% |
| Participation rate | 41.4% | 60.4%-19.0pp | 68.7%-27.3pp | 67.7%-26.3pp |
| Annual return | 10.12% | 11.27%-1.2pp | 133.59%-123.5pp | 35.65%-25.5pp |
| Employer contribution / active EE | $269 | $1,565-82.8% | $2,424-88.9% | $2,756-90.2% |
| Participant deferral / active EE | $1,926 | $4,036-52.3% | $4,416-56.4% | $4,299-55.2% |
| Admin fee / account holder | $38,625 | $6,959+455.0% | $8,291+365.9% | $6,940+456.5% |