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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 | $75,692 | $62,177+21.7% | $81,370-7.0% | $74,478+1.6% |
| Participation rate | 29.9% | 64.1%-34.1pp | 69.5%-39.6pp | 67.2%-37.3pp |
| Annual return | 12.76% | 16.62%-3.9pp | 24.85%-12.1pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $172 | $1,881-90.9% | $2,464-93.0% | $2,626-93.5% |
| Participant deferral / active EE | $2,097 | $3,219-34.9% | $3,885-46.0% | $4,350-51.8% |
| Admin fee / account holder | $5,763 | $1,927+199.1% | $5,749+0.2% | $1,946+196.2% |