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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 | $95,599 | $65,246+46.5% | $98,716-3.2% | $67,986+40.6% |
| Participation rate | 44.0% | 51.4%-7.5pp | 69.3%-25.3pp | 57.2%-13.2pp |
| Annual return | 13.60% | 20.58%-7.0pp | 31.81%-18.2pp | 31.67%-18.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,302 | $2,594-11.3% | $4,048-43.1% | $3,358-31.4% |
| Admin fee / account holder | $21,591 | $4,561+373.4% | $8,703+148.1% | $3,203+574.0% |