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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 | $66,029 | $54,541+21.1% | $78,778-16.2% | $70,126-5.8% |
| Participation rate | 34.9% | 60.8%-25.9pp | 69.2%-34.3pp | 69.5%-34.7pp |
| Annual return | 16.92% | 21.07%-4.2pp | 35.62%-18.7pp | 73.15%-56.2pp |
| Employer contribution / active EE | $106 | $1,089-90.2% | $1,986-94.6% | $2,343-95.5% |
| Participant deferral / active EE | $1,721 | $2,210-22.1% | $2,958-41.8% | $3,332-48.4% |
| Admin fee / account holder | $9,627 | $3,709+159.6% | $5,134+87.5% | $4,645+107.2% |