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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 | $63,699 | $52,884+20.5% | $84,753-24.8% | $55,167+15.5% |
| Participation rate | 22.0% | 67.5%-45.5pp | 76.6%-54.6pp | 69.0%-47.0pp |
| Annual return | 6.01% | 18.03%-12.0pp | 22.78%-16.8pp | 169.23%-163.2pp |
| Employer contribution / active EE | $330 | $2,233-85.2% | $3,574-90.8% | $1,963-83.2% |
| Participant deferral / active EE | $1,404 | $2,644-46.9% | $3,712-62.2% | $3,054-54.0% |
| Admin fee / account holder | $4,391 | $581+656.2% | $5,333-17.7% | $504+771.4% |