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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 | $84,647 | $54,541+55.2% | $78,778+7.5% | $70,126+20.7% |
| Participation rate | 37.0% | 60.8%-23.8pp | 69.2%-32.2pp | 69.5%-32.6pp |
| Annual return | 15.90% | 21.07%-5.2pp | 35.62%-19.7pp | 73.15%-57.2pp |
| Employer contribution / active EE | $6 | $1,089-99.4% | $1,986-99.7% | $2,343-99.7% |
| Participant deferral / active EE | $1,118 | $2,210-49.4% | $2,958-62.2% | $3,332-66.5% |
| Admin fee / account holder | $5,694 | $3,709+53.5% | $5,134+10.9% | $4,645+22.6% |