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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 | $91,980 | $97,550-5.7% | $120,344-23.6% | $87,485+5.1% |
| Participation rate | 20.0% | 72.8%-52.8pp | 76.7%-56.7pp | 68.9%-48.9pp |
| Annual return | 15.37% | 18.41%-3.0pp | 20.30%-4.9pp | 26.06%-10.7pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,420 | $4,230-42.8% | $5,135-52.9% | $4,274-43.4% |
| Admin fee / account holder | $26,601 | $9,543+178.8% | $12,742+108.8% | $7,775+242.1% |