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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 | $86,500 | $72,012+20.1% | $185,827-53.5% | $79,858+8.3% |
| Participation rate | 46.3% | 65.8%-19.4pp | 78.0%-31.7pp | 69.6%-23.3pp |
| Annual return | 13.77% | 23.12%-9.3pp | 35.96%-22.2pp | 31.72%-17.9pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,122 | $3,779-17.4% | $5,633-44.6% | $3,740-16.5% |
| Admin fee / account holder | $9,870 | $4,513+118.7% | $9,502+3.9% | $5,306+86.0% |