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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 | $120,499 | $50,947+136.5% | $74,551+61.6% | $64,173+87.8% |
| Participation rate | 48.7% | 61.1%-12.3pp | 69.1%-20.4pp | 69.6%-20.9pp |
| Annual return | 22.30% | -1.85%+24.2pp | 32.53%-10.2pp | 7.63%+14.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,329 | $2,302-42.3% | $3,108-57.3% | $3,470-61.7% |
| Admin fee / account holder | $30,677 | $4,221+626.8% | $5,059+506.4% | $4,887+527.7% |