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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 | $64,464 | $54,757+17.7% | $90,304-28.6% | $72,975-11.7% |
| Participation rate | 13.8% | 65.2%-51.3pp | 73.3%-59.4pp | 69.5%-55.7pp |
| Annual return | 18.63% | 30.63%-12.0pp | 78.13%-59.5pp | 81.01%-62.4pp |
| Employer contribution / active EE | $164 | $2,093-92.2% | $2,855-94.2% | $2,440-93.3% |
| Participant deferral / active EE | $1,058 | $2,887-63.4% | $3,885-72.8% | $3,608-70.7% |
| Admin fee / account holder | $6,276 | $3,973+58.0% | $5,354+17.2% | $5,124+22.5% |