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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 | $72,439 | $49,657+45.9% | $93,063-22.2% | $67,986+6.6% |
| Participation rate | 18.5% | 49.9%-31.4pp | 72.1%-53.6pp | 57.2%-38.7pp |
| Annual return | 17.12% | 26.27%-9.2pp | 34.15%-17.0pp | 31.67%-14.5pp |
| Employer contribution / active EE | $299 | $1,279-76.6% | $2,476-87.9% | $2,019-85.2% |
| Participant deferral / active EE | $892 | $2,484-64.1% | $3,958-77.5% | $3,358-73.4% |
| Admin fee / account holder | $2,405 | $2,843-15.4% | $6,033-60.1% | $3,203-24.9% |