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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 | $95,053 | $60,349+57.5% | $74,184+28.1% | $62,881+51.2% |
| Participation rate | 66.7% | 72.7%-6.1pp | 76.6%-10.0pp | 69.3%-2.6pp |
| Annual return | 8.71% | 21.38%-12.7pp | 17.74%-9.0pp | 20.14%-11.4pp |
| Employer contribution / active EE | $262 | $1,680-84.4% | $2,370-88.9% | $2,281-88.5% |
| Participant deferral / active EE | $1,914 | $2,856-33.0% | $3,550-46.1% | $3,203-40.3% |
| Admin fee / account holder | $17,155 | $4,261+302.6% | $5,586+207.1% | $4,296+299.3% |