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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 | $89,087 | $101,763-12.5% | $164,866-46.0% | $80,874+10.2% |
| Participation rate | 28.4% | 71.8%-43.5pp | 78.6%-50.2pp | 67.6%-39.3pp |
| Annual return | 14.83% | 16.73%-1.9pp | 69.97%-55.1pp | 35.62%-20.8pp |
| Employer contribution / active EE | $733 | $2,954-75.2% | $4,343-83.1% | $2,756-73.4% |
| Participant deferral / active EE | $2,134 | $4,477-52.3% | $6,033-64.6% | $4,297-50.3% |
| Admin fee / account holder | $42,240 | $8,228+413.4% | $12,689+232.9% | $6,935+509.1% |