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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 | $90,768 | $78,690+15.3% | $161,489-43.8% | $87,485+3.8% |
| Participation rate | 63.9% | 67.5%-3.6pp | 78.7%-14.8pp | 68.9%-5.0pp |
| Annual return | 13.88% | 32.74%-18.9pp | 89.72%-75.8pp | 26.06%-12.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,216 | $3,311-33.1% | $5,630-60.6% | $4,274-48.2% |
| Admin fee / account holder | $4,443 | $6,724-33.9% | $16,006-72.2% | $7,775-42.9% |