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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 | $43,749+96.8% | $158,223-45.6% | $65,306+31.8% |
| Participation rate | 54.0% | 56.9%-2.9pp | 79.2%-25.2pp | 57.7%-3.7pp |
| Annual return | 14.66% | 19.41%-4.8pp | 52.09%-37.4pp | 21.94%-7.3pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $2,569 | $2,019+27.2% | $5,467-53.0% | $2,959-13.2% |
| Admin fee / account holder | $1,632 | $1,930-15.5% | $16,047-89.8% | $3,480-53.1% |