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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 | $166,643 | $58,523+184.7% | $99,479+67.5% | $72,976+128.4% |
| Participation rate | 58.3% | 64.6%-6.3pp | 73.8%-15.5pp | 69.5%-11.2pp |
| Annual return | 17.18% | 28.51%-11.3pp | 30.72%-13.5pp | 81.02%-63.8pp |
| Employer contribution / active EE | $2 | $1,512-99.9% | $2,540-99.9% | $2,440-99.9% |
| Participant deferral / active EE | $3,269 | $2,606+25.5% | $3,619-9.7% | $3,608-9.4% |
| Admin fee / account holder | $2,765 | $4,102-32.6% | $6,253-55.8% | $5,124-46.0% |