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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 | $61,067 | $52,580+16.1% | $71,671-14.8% | $70,126-12.9% |
| Participation rate | 28.1% | 60.9%-32.8pp | 68.7%-40.6pp | 69.5%-41.4pp |
| Annual return | 15.33% | 20.25%-4.9pp | 20.65%-5.3pp | 73.15%-57.8pp |
| Employer contribution / active EE | $99 | $1,616-93.9% | $2,460-96.0% | $2,343-95.8% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,651 | $3,653-0.1% | $5,558-34.3% | $4,645-21.4% |