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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 | $66,431 | $56,054+18.5% | $171,082-61.2% | $62,881+5.6% |
| Participation rate | 38.5% | 62.9%-24.4pp | 76.7%-38.2pp | 69.3%-30.8pp |
| Annual return | 8.71% | 22.52%-13.8pp | 32.56%-23.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $12 | $1,731-99.3% | $4,002-99.7% | $2,281-99.5% |
| Participant deferral / active EE | $3,321 | $3,158+5.2% | $4,797-30.8% | $3,203+3.7% |
| Admin fee / account holder | $910 | $3,647-75.1% | $8,520-89.3% | $4,296-78.8% |