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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 | $77,794 | $56,054+38.8% | $171,082-54.5% | $62,881+23.7% |
| Participation rate | 28.6% | 62.9%-34.3pp | 76.7%-48.1pp | 69.3%-40.7pp |
| Annual return | 6.99% | 22.52%-15.5pp | 32.56%-25.6pp | 20.14%-13.1pp |
| Employer contribution / active EE | $260 | $1,731-85.0% | $4,002-93.5% | $2,281-88.6% |
| Participant deferral / active EE | $2,269 | $3,158-28.2% | $4,797-52.7% | $3,203-29.2% |
| Admin fee / account holder | $45,069 | $3,647+1135.9% | $8,520+429.0% | $4,296+949.2% |