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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 | $71,057+32.2% | $93,654+0.3% | $80,874+16.2% |
| Participation rate | 41.4% | 60.4%-19.0pp | 68.7%-27.3pp | 67.6%-26.3pp |
| Annual return | 10.12% | 11.26%-1.1pp | 133.34%-123.2pp | 35.62%-25.5pp |
| Employer contribution / active EE | $269 | $1,564-82.8% | $2,421-88.9% | $2,756-90.2% |
| Participant deferral / active EE | $1,926 | $4,034-52.2% | $4,413-56.3% | $4,297-55.2% |
| Admin fee / account holder | $38,625 | $6,944+456.2% | $8,282+366.4% | $6,935+456.9% |