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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 | $88,291 | $56,544+56.1% | $75,501+16.9% | $70,126+25.9% |
| Participation rate | 53.1% | 68.1%-15.0pp | 72.4%-19.3pp | 69.5%-16.5pp |
| Annual return | 17.45% | 23.59%-6.1pp | 27.35%-9.9pp | 73.15%-55.7pp |
| Employer contribution / active EE | $106 | $1,817-94.2% | $2,352-95.5% | $2,343-95.5% |
| Participant deferral / active EE | $2,219 | $2,580-14.0% | $3,142-29.4% | $3,332-33.4% |
| Admin fee / account holder | $12,067 | $3,827+215.4% | $5,801+108.0% | $4,645+159.8% |