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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 | $77,642 | $58,093+33.6% | $80,022-3.0% | $56,289+37.9% |
| Participation rate | 38.2% | 73.6%-35.4pp | 75.8%-37.6pp | 69.9%-31.6pp |
| Annual return | 1.57% | 34.63%-33.1pp | 11.22%-9.6pp | -9.96%+11.5pp |
| Employer contribution / active EE | $193 | $1,933-90.0% | $2,468-92.2% | $2,111-90.9% |
| Participant deferral / active EE | $1,984 | $3,136-36.7% | $3,686-46.2% | $3,350-40.8% |
| Admin fee / account holder | $5,096 | $623+718.5% | $6,521-21.9% | $521+878.1% |