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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 | $78,501 | $56,063+40.0% | $76,051+3.2% | $80,911-3.0% |
| Participation rate | 52.0% | 62.0%-10.0pp | 69.1%-17.1pp | 67.6%-15.6pp |
| Annual return | 12.92% | 20.54%-7.6pp | 360.42%-347.5pp | 35.63%-22.7pp |
| Employer contribution / active EE | $312 | $1,874-83.4% | $2,690-88.4% | $2,756-88.7% |
| Participant deferral / active EE | $2,587 | $3,052-15.2% | $4,257-39.2% | $4,297-39.8% |
| Admin fee / account holder | $688 | $5,240-86.9% | $6,416-89.3% | $6,935-90.1% |