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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 | $98,558 | $78,670+25.3% | $109,173-9.7% | $85,847+14.8% |
| Participation rate | 67.3% | 68.3%-0.9pp | 75.9%-8.5pp | 69.3%-2.0pp |
| Annual return | 28.05% | 25.09%+3.0pp | 25.75%+2.3pp | 318.61%-290.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,782 | $3,467-19.8% | $4,654-40.2% | $3,952-29.6% |
| Admin fee / account holder | $48,745 | $5,469+791.2% | $6,755+621.6% | $6,261+678.6% |