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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 | $65,734 | $48,364+35.9% | $71,796-8.4% | $62,881+4.5% |
| Participation rate | 35.5% | 60.6%-25.1pp | 69.1%-33.6pp | 69.3%-33.8pp |
| Annual return | 6.51% | 13.16%-6.6pp | 78.04%-71.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $156 | $1,042-85.0% | $1,924-91.9% | $2,281-93.2% |
| Participant deferral / active EE | $1,537 | $2,091-26.5% | $2,794-45.0% | $3,203-52.0% |
| Admin fee / account holder | $2,844 | $3,771-24.6% | $4,815-40.9% | $4,296-33.8% |