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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 | $80,228 | $48,314+66.1% | $67,561+18.7% | $80,925-0.9% |
| Participation rate | 59.8% | 66.4%-6.6pp | 72.9%-13.1pp | 67.7%-7.9pp |
| Annual return | 12.87% | 18.28%-5.4pp | 3525.44%-3512.6pp | 35.65%-22.8pp |
| Employer contribution / active EE | $269 | $2,022-86.7% | $2,735-90.2% | $2,756-90.2% |
| Participant deferral / active EE | $2,929 | $2,927+0.1% | $4,003-26.8% | $4,299-31.9% |
| Admin fee / account holder | $1,578 | $3,690-57.2% | $4,006-60.6% | $6,940-77.3% |