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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 | $78,960 | $54,541+44.8% | $78,778+0.2% | $70,126+12.6% |
| Participation rate | 38.5% | 60.8%-22.3pp | 69.2%-30.7pp | 69.5%-31.1pp |
| Annual return | 15.71% | 21.07%-5.4pp | 35.62%-19.9pp | 73.15%-57.4pp |
| Employer contribution / active EE | $41 | $1,089-96.2% | $1,986-97.9% | $2,343-98.2% |
| Participant deferral / active EE | $1,601 | $2,210-27.6% | $2,958-45.9% | $3,332-52.0% |
| Admin fee / account holder | $11,922 | $3,709+221.5% | $5,134+132.2% | $4,645+156.6% |