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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 | $86,305 | $58,851+46.7% | $115,167-25.1% | $72,976+18.3% |
| Participation rate | 68.2% | 65.5%+2.6pp | 75.9%-7.7pp | 69.5%-1.3pp |
| Annual return | 23.25% | 23.16%+0.1pp | 35.60%-12.4pp | 81.02%-57.8pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,004 | $2,643-24.2% | $4,169-51.9% | $3,608-44.4% |
| Admin fee / account holder | $12,433 | $6,370+95.2% | $7,089+75.4% | $5,124+142.6% |