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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 | $85,207 | $65,084+30.9% | $67,681+25.9% | $64,340+32.4% |
| Participation rate | 29.9% | 66.7%-36.9pp | 73.7%-43.9pp | 55.2%-25.4pp |
| Annual return | 11.19% | 20.50%-9.3pp | 590.58%-579.4pp | 24.14%-12.9pp |
| Employer contribution / active EE | $388 | $2,398-83.8% | $2,678-85.5% | $1,862-79.2% |
| Participant deferral / active EE | $1,973 | $3,210-38.5% | $3,976-50.4% | $2,980-33.8% |
| Admin fee / account holder | $10,620 | $1,415+650.6% | $6,100+74.1% | $3,703+186.8% |