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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 | $91,082 | $108,825-16.3% | $156,181-41.7% | $82,448+10.5% |
| Participation rate | 63.6% | 72.4%-8.7pp | 78.8%-15.2pp | 68.1%-4.4pp |
| Annual return | 16.40% | 20.59%-4.2pp | 64.87%-48.5pp | 41.64%-25.2pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,418 | $4,577-25.3% | $6,132-44.3% | $4,139-17.4% |
| Admin fee / account holder | $46,196 | $9,341+394.6% | $14,586+216.7% | $7,234+538.6% |