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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 | $99,562 | $84,712+17.5% | $239,577-58.4% | $84,712+17.5% |
| Participation rate | 50.9% | 58.1%-7.2pp | 82.1%-31.2pp | 58.1%-7.2pp |
| Annual return | 15.83% | 15.22%+0.6pp | -0.70%+16.5pp | 15.22%+0.6pp |
| Employer contribution / active EE | $2 | $2,451-99.9% | $7,232-100.0% | $2,451-99.9% |
| Participant deferral / active EE | $5,143 | $3,010+70.8% | $5,676-9.4% | $3,010+70.8% |
| Admin fee / account holder | $18,972 | $7,361+157.7% | $19,315-1.8% | $7,361+157.7% |