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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 | $94,814 | $69,590+36.2% | $136,867-30.7% | $94,015+0.9% |
| Participation rate | 15.6% | 66.3%-50.8pp | 74.5%-59.0pp | 70.8%-55.3pp |
| Annual return | 15.74% | 19.62%-3.9pp | 42.97%-27.2pp | 17.84%-2.1pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,186 | $3,437-65.5% | $4,924-75.9% | $4,249-72.1% |
| Admin fee / account holder | $1,881 | $8,912-78.9% | $10,340-81.8% | $8,951-79.0% |