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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 | $78,046 | $63,773+22.4% | $81,286-4.0% | $80,925-3.6% |
| Participation rate | 31.0% | 63.9%-32.9pp | 69.5%-38.5pp | 67.7%-36.6pp |
| Annual return | 12.07% | 16.37%-4.3pp | 24.80%-12.7pp | 35.65%-23.6pp |
| Employer contribution / active EE | $1 | $1,979-99.9% | $2,463-99.9% | $2,756-100.0% |
| Participant deferral / active EE | $1,691 | $3,093-45.3% | $3,883-56.5% | $4,299-60.7% |
| Admin fee / account holder | $884 | $5,682-84.4% | $5,764-84.7% | $6,940-87.3% |