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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 | $112,330 | $57,073+96.8% | $85,126+32.0% | $80,925+38.8% |
| Participation rate | 24.4% | 56.4%-32.0pp | 67.5%-43.1pp | 67.7%-43.3pp |
| Annual return | 18.46% | 21.69%-3.2pp | 66.63%-48.2pp | 35.65%-17.2pp |
| Employer contribution / active EE | $2 | $1,801-99.9% | $2,731-99.9% | $2,756-99.9% |
| Participant deferral / active EE | $1,597 | $3,113-48.7% | $4,523-64.7% | $4,299-62.9% |
| Admin fee / account holder | $12,678 | $4,988+154.2% | $6,160+105.8% | $6,940+82.7% |