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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 | $62,788 | $61,338+2.4% | $149,717-58.1% | $71,495-12.2% |
| Participation rate | 25.0% | 62.5%-37.5pp | 78.8%-53.8pp | 67.9%-42.9pp |
| Annual return | 13.47% | 35.86%-22.4pp | 134.41%-120.9pp | 28.85%-15.4pp |
| Employer contribution / active EE | $176 | $2,381-92.6% | $4,820-96.3% | $2,589-93.2% |
| Participant deferral / active EE | $854 | $2,919-70.7% | $5,682-85.0% | $4,291-80.1% |
| Admin fee / account holder | $974 | $1,263-22.9% | $13,213-92.6% | $1,588-38.6% |