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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 | $100,034 | $86,922+15.1% | $102,438-2.3% | $80,874+23.7% |
| Participation rate | 48.0% | 72.4%-24.4pp | 76.5%-28.5pp | 67.6%-19.6pp |
| Annual return | 12.49% | 18.90%-6.4pp | 29.37%-16.9pp | 35.62%-23.1pp |
| Employer contribution / active EE | $17 | $2,369-99.3% | $3,024-99.4% | $2,756-99.4% |
| Participant deferral / active EE | $3,253 | $4,119-21.0% | $5,054-35.6% | $4,297-24.3% |
| Admin fee / account holder | $40,740 | $8,050+406.1% | $9,448+331.2% | $6,935+487.4% |