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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 | $63,456+50.7% | $100,712-5.1% | $64,097+49.1% |
| Participation rate | 44.0% | 49.7%-5.7pp | 69.3%-25.3pp | 55.2%-11.2pp |
| Annual return | 13.60% | 19.65%-6.1pp | 33.27%-19.7pp | 34.64%-21.0pp |
| Employer contribution / active EE | $0 | $1,003-100.0% | $2,313-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,302 | $2,463-6.5% | $4,085-43.6% | $3,080-25.3% |
| Admin fee / account holder | $21,591 | $4,808+349.1% | $9,256+133.3% | $3,454+525.0% |