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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 | $45,343+89.9% | $150,298-42.7% | $67,986+26.6% |
| Participation rate | 54.0% | 51.9%+2.1pp | 77.8%-23.8pp | 57.2%-3.2pp |
| Annual return | 14.66% | 33.28%-18.6pp | 62.79%-48.1pp | 31.67%-17.0pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,569 | $2,055+25.0% | $5,453-52.9% | $3,358-23.5% |
| Admin fee / account holder | $1,632 | $2,250-27.5% | $14,116-88.4% | $3,203-49.1% |