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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 | $106,924 | $79,867+33.9% | $120,344-11.2% | $64,340+66.2% |
| Participation rate | 43.5% | 63.0%-19.4pp | 76.7%-33.2pp | 55.2%-11.7pp |
| Annual return | 12.01% | 21.10%-9.1pp | 20.30%-8.3pp | 24.14%-12.1pp |
| Employer contribution / active EE | $102 | $1,925-94.7% | $3,020-96.6% | $1,862-94.5% |
| Participant deferral / active EE | $1,849 | $3,593-48.5% | $5,135-64.0% | $2,980-38.0% |
| Admin fee / account holder | $21,506 | $5,039+326.8% | $12,742+68.8% | $3,703+480.9% |