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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 | $66,628 | $57,140+16.6% | $85,240-21.8% | $80,959-17.7% |
| Participation rate | 13.3% | 56.4%-43.1pp | 67.5%-54.3pp | 67.7%-54.4pp |
| Annual return | 12.47% | 21.71%-9.2pp | 66.75%-54.3pp | 35.67%-23.2pp |
| Employer contribution / active EE | $112 | $1,802-93.8% | $2,735-95.9% | $2,757-95.9% |
| Participant deferral / active EE | $915 | $3,115-70.6% | $4,527-79.8% | $4,300-78.7% |
| Admin fee / account holder | $8,511 | $4,992+70.5% | $6,165+38.1% | $6,925+22.9% |