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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 | $86,952 | $52,580+65.4% | $71,671+21.3% | $70,126+24.0% |
| Participation rate | 25.9% | 60.9%-35.0pp | 68.7%-42.8pp | 69.5%-43.6pp |
| Annual return | 12.21% | 20.25%-8.0pp | 20.65%-8.4pp | 73.15%-60.9pp |
| Employer contribution / active EE | $245 | $1,616-84.8% | $2,460-90.0% | $2,343-89.5% |
| Participant deferral / active EE | $983 | $2,386-58.8% | $3,438-71.4% | $3,332-70.5% |
| Admin fee / account holder | $23,810 | $3,653+551.8% | $5,558+328.4% | $4,645+412.5% |