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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 | $95,112 | $74,661+27.4% | $160,784-40.8% | $67,986+39.9% |
| Participation rate | 25.2% | 57.1%-31.9pp | 77.0%-51.7pp | 57.2%-32.0pp |
| Annual return | 14.57% | 28.83%-14.3pp | 1803.92%-1789.3pp | 31.67%-17.1pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $3,733-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,674 | $3,681-54.5% | $6,293-73.4% | $3,358-50.1% |
| Admin fee / account holder | $6,067 | $3,959+53.2% | $9,717-37.6% | $3,203+89.4% |