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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 | $86,187 | $96,731-10.9% | $123,973-30.5% | $86,983-0.9% |
| Participation rate | 41.7% | 70.0%-28.4pp | 76.7%-35.0pp | 69.5%-27.9pp |
| Annual return | 12.67% | 17.33%-4.7pp | 388.13%-375.5pp | 25.83%-13.2pp |
| Employer contribution / active EE | $662 | $3,297-79.9% | $4,126-84.0% | $2,584-74.4% |
| Participant deferral / active EE | $2,125 | $4,152-48.8% | $5,247-59.5% | $4,194-49.3% |
| Admin fee / account holder | $25,749 | $8,722+195.2% | $11,799+118.2% | $7,856+227.8% |