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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 | $87,631 | $76,371+14.7% | $93,621-6.4% | $72,976+20.1% |
| Participation rate | 40.0% | 71.8%-31.8pp | 75.8%-35.8pp | 69.5%-29.5pp |
| Annual return | 21.76% | 25.82%-4.1pp | 32.76%-11.0pp | 81.02%-59.3pp |
| Employer contribution / active EE | $3 | $2,276-99.9% | $2,719-99.9% | $2,440-99.9% |
| Participant deferral / active EE | $1,351 | $3,538-61.8% | $4,070-66.8% | $3,608-62.6% |
| Admin fee / account holder | $603 | $6,839-91.2% | $7,890-92.4% | $5,124-88.2% |