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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 | $63,845+22.2% | $81,370-4.1% | $80,959-3.6% |
| Participation rate | 31.0% | 63.9%-32.8pp | 69.5%-38.5pp | 67.7%-36.6pp |
| Annual return | 12.07% | 16.37%-4.3pp | 24.85%-12.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1 | $1,980-99.9% | $2,464-99.9% | $2,757-100.0% |
| Participant deferral / active EE | $1,691 | $3,093-45.3% | $3,885-56.5% | $4,300-60.7% |
| Admin fee / account holder | $884 | $5,688-84.5% | $5,749-84.6% | $6,925-87.2% |