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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 | $96,115 | $75,183+27.8% | $123,894-22.4% | $55,167+74.2% |
| Participation rate | 24.3% | 72.8%-48.6pp | 81.4%-57.1pp | 69.0%-44.7pp |
| Annual return | 7.31% | 19.01%-11.7pp | 47.52%-40.2pp | 169.23%-161.9pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,898 | $5,084-43.0% | $5,984-51.6% | $3,054-5.1% |
| Admin fee / account holder | $2,091 | $663+215.7% | $8,357-75.0% | $504+315.1% |