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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 | $89,833 | $78,690+14.2% | $161,489-44.4% | $87,485+2.7% |
| Participation rate | 29.2% | 67.5%-38.3pp | 78.7%-49.5pp | 68.9%-39.8pp |
| Annual return | 19.05% | 32.74%-13.7pp | 89.72%-70.7pp | 26.06%-7.0pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,103 | $3,311-66.7% | $5,630-80.4% | $4,274-74.2% |
| Admin fee / account holder | $2,049 | $6,724-69.5% | $16,006-87.2% | $7,775-73.7% |