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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 | $138,044 | $56,544+144.1% | $75,501+82.8% | $70,126+96.9% |
| Participation rate | 66.7% | 68.1%-1.5pp | 72.4%-5.7pp | 69.5%-2.9pp |
| Annual return | 15.99% | 23.59%-7.6pp | 27.35%-11.4pp | 73.15%-57.2pp |
| Employer contribution / active EE | $249 | $1,817-86.3% | $2,352-89.4% | $2,343-89.4% |
| Participant deferral / active EE | $2,052 | $2,580-20.5% | $3,142-34.7% | $3,332-38.4% |
| Admin fee / account holder | $24,871 | $3,827+549.9% | $5,801+328.8% | $4,645+435.4% |