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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 | $85,534 | $59,804+43.0% | $81,982+4.3% | $79,856+7.1% |
| Participation rate | 31.3% | 61.6%-30.4pp | 69.3%-38.0pp | 69.6%-38.4pp |
| Annual return | 13.10% | 17.56%-4.5pp | 41.31%-28.2pp | 31.71%-18.6pp |
| Employer contribution / active EE | $131 | $1,713-92.3% | $2,498-94.7% | $2,471-94.7% |
| Participant deferral / active EE | $1,547 | $2,695-42.6% | $3,722-58.4% | $3,741-58.6% |
| Admin fee / account holder | $16,815 | $4,288+292.1% | $5,665+196.8% | $5,306+216.9% |