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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 | $86,269 | $87,060-0.9% | $105,591-18.3% | $80,911+6.6% |
| Participation rate | 48.1% | 70.4%-22.3pp | 75.3%-27.1pp | 67.6%-19.5pp |
| Annual return | 11.78% | 17.05%-5.3pp | 116.43%-104.6pp | 35.63%-23.8pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,166-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,892 | $3,986-52.5% | $5,008-62.2% | $4,297-56.0% |
| Admin fee / account holder | $13,094 | $8,442+55.1% | $11,024+18.8% | $6,935+88.8% |