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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 | $86,090 | $43,496+97.9% | $161,489-46.7% | $64,340+33.8% |
| Participation rate | 54.0% | 53.5%+0.5pp | 78.7%-24.7pp | 55.2%-1.3pp |
| Annual return | 14.66% | 20.76%-6.1pp | 89.72%-75.1pp | 24.14%-9.5pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,569 | $1,996+28.7% | $5,630-54.4% | $2,980-13.8% |
| Admin fee / account holder | $1,632 | $2,330-30.0% | $16,006-89.8% | $3,703-55.9% |