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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 | $97,971 | $78,423+24.9% | $95,964+2.1% | $79,856+22.7% |
| Participation rate | 47.6% | 73.5%-25.9pp | 77.1%-29.5pp | 69.6%-22.0pp |
| Annual return | 22.51% | 19.37%+3.1pp | 91.64%-69.1pp | 31.71%-9.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,225 | $3,440-35.3% | $4,167-46.6% | $3,741-40.5% |
| Admin fee / account holder | $13,134 | $5,622+133.6% | $6,797+93.2% | $5,306+147.5% |