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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 | $91,998 | $56,060+64.1% | $76,002+21.0% | $80,874+13.8% |
| Participation rate | 7.3% | 62.0%-54.7pp | 69.1%-61.8pp | 67.6%-60.3pp |
| Annual return | 18.59% | 20.54%-1.9pp | 360.07%-341.5pp | 35.62%-17.0pp |
| Employer contribution / active EE | $221 | $1,873-88.2% | $2,688-91.8% | $2,756-92.0% |
| Participant deferral / active EE | $1,225 | $3,051-59.9% | $4,257-71.2% | $4,297-71.5% |
| Admin fee / account holder | $813 | $5,237-84.5% | $6,414-87.3% | $6,935-88.3% |