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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 | $69,183 | $56,544+22.4% | $75,501-8.4% | $70,126-1.3% |
| Participation rate | 37.5% | 68.1%-30.6pp | 72.4%-34.9pp | 69.5%-32.0pp |
| Annual return | 14.78% | 23.59%-8.8pp | 27.35%-12.6pp | 73.15%-58.4pp |
| Employer contribution / active EE | $88 | $1,817-95.2% | $2,352-96.3% | $2,343-96.3% |
| Participant deferral / active EE | $1,135 | $2,580-56.0% | $3,142-63.9% | $3,332-65.9% |
| Admin fee / account holder | $12,539 | $3,827+227.7% | $5,801+116.2% | $4,645+169.9% |