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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 | $92,797 | $62,549+48.4% | $85,705+8.3% | $85,851+8.1% |
| Participation rate | 33.3% | 61.1%-27.8pp | 69.9%-36.5pp | 69.3%-36.0pp |
| Annual return | 12.30% | 23.77%-11.5pp | 21.49%-9.2pp | 318.63%-306.3pp |
| Employer contribution / active EE | $143 | $1,755-91.9% | $2,619-94.5% | $2,565-94.4% |
| Participant deferral / active EE | $1,800 | $2,802-35.8% | $3,924-54.1% | $3,952-54.4% |
| Admin fee / account holder | $748 | $4,644-83.9% | $6,877-89.1% | $6,261-88.1% |