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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 | $97,972 | $53,583+82.8% | $114,563-14.5% | $64,340+52.3% |
| Participation rate | 21.2% | 47.4%-26.2pp | 72.9%-51.7pp | 55.2%-34.1pp |
| Annual return | 16.47% | 24.51%-8.0pp | 241.09%-224.6pp | 24.14%-7.7pp |
| Employer contribution / active EE | $0 | $1,087-100.0% | $2,592-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,409 | $2,134-34.0% | $4,142-66.0% | $2,980-52.7% |
| Admin fee / account holder | $10,529 | $3,206+228.5% | $7,623+38.1% | $3,703+184.4% |