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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 | $49,918 | $46,877+6.5% | $122,354-59.2% | $70,126-28.8% |
| Participation rate | 16.5% | 58.2%-41.8pp | 71.6%-55.2pp | 69.5%-53.1pp |
| Annual return | 16.29% | 24.22%-7.9pp | 30.28%-14.0pp | 73.15%-56.9pp |
| Employer contribution / active EE | $98 | $1,288-92.4% | $4,051-97.6% | $2,343-95.8% |
| Participant deferral / active EE | $1,006 | $2,167-53.6% | $3,287-69.4% | $3,332-69.8% |
| Admin fee / account holder | $11,279 | $3,324+239.3% | $5,479+105.9% | $4,645+142.8% |