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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 | $88,026 | $60,442+45.6% | $96,754-9.0% | $87,485+0.6% |
| Participation rate | 9.6% | 58.7%-49.1pp | 70.3%-60.7pp | 68.9%-59.3pp |
| Annual return | 14.72% | 21.97%-7.2pp | 82.04%-67.3pp | 26.06%-11.3pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $961 | $3,280-70.7% | $4,758-79.8% | $4,274-77.5% |
| Admin fee / account holder | $10,154 | $5,069+100.3% | $8,905+14.0% | $7,775+30.6% |