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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 | $49,657+97.3% | $93,063+5.3% | $67,986+44.1% |
| Participation rate | 21.2% | 49.9%-28.8pp | 72.1%-51.0pp | 57.2%-36.1pp |
| Annual return | 16.47% | 26.27%-9.8pp | 34.15%-17.7pp | 31.67%-15.2pp |
| Employer contribution / active EE | $0 | $1,279-100.0% | $2,476-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,409 | $2,484-43.3% | $3,958-64.4% | $3,358-58.0% |
| Admin fee / account holder | $10,529 | $2,843+270.4% | $6,033+74.5% | $3,203+228.7% |