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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 | $98,562 | $63,904+54.2% | $89,340+10.3% | $67,986+45.0% |
| Participation rate | 37.3% | 54.3%-17.0pp | 69.6%-32.3pp | 57.2%-19.9pp |
| Annual return | 12.57% | 18.09%-5.5pp | 20.57%-8.0pp | 31.67%-19.1pp |
| Employer contribution / active EE | $102 | $1,627-93.8% | $2,231-95.5% | $2,019-95.0% |
| Participant deferral / active EE | $2,030 | $2,691-24.5% | $3,823-46.9% | $3,358-39.5% |
| Admin fee / account holder | $21,737 | $3,315+555.8% | $6,704+224.3% | $3,203+578.6% |