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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 | $96,450 | $63,314+52.3% | $91,004+6.0% | $62,293+54.8% |
| Participation rate | 64.4% | 73.3%-9.0pp | 75.6%-11.2pp | 69.5%-5.2pp |
| Annual return | 16.63% | 21.00%-4.4pp | 4.60%+12.0pp | 28.90%-12.3pp |
| Employer contribution / active EE | $252 | $1,807-86.1% | $2,456-89.7% | $2,042-87.7% |
| Participant deferral / active EE | $1,867 | $2,944-36.6% | $3,548-47.4% | $3,169-41.1% |
| Admin fee / account holder | $13,360 | $468+2757.3% | $5,417+146.6% | $479+2687.3% |