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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 | $105,431 | $58,523+80.2% | $99,479+6.0% | $72,976+44.5% |
| Participation rate | 54.3% | 64.6%-10.3pp | 73.8%-19.6pp | 69.5%-15.2pp |
| Annual return | 16.65% | 28.51%-11.9pp | 30.72%-14.1pp | 81.02%-64.4pp |
| Employer contribution / active EE | $17 | $1,512-98.9% | $2,540-99.3% | $2,440-99.3% |
| Participant deferral / active EE | $1,102 | $2,606-57.7% | $3,619-69.6% | $3,608-69.5% |
| Admin fee / account holder | $8,998 | $4,102+119.4% | $6,253+43.9% | $5,124+75.6% |