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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 | $134,333 | $103,949+29.2% | $69,182+94.2% | $273,972-51.0% |
| Participation rate | 14.3% | 67.4%-53.1pp | 55.1%-40.8pp | 83.0%-68.7pp |
| Annual return | 5.21% | 35.28%-30.1pp | -21.93%+27.1pp | 41.46%-36.2pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,254 | $2,716-53.9% | $1,897-33.9% | $5,287-76.3% |
| Admin fee / account holder | $26,798 | $3,671+630.1% | $2,697+893.7% | $10,133+164.5% |