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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 | $86,695 | $43,730+98.3% | $121,208-28.5% | $64,181+35.1% |
| Participation rate | 54.9% | 58.3%-3.4pp | 71.8%-16.8pp | 69.6%-14.6pp |
| Annual return | 9.46% | 68.94%-59.5pp | 16.93%-7.5pp | 7.63%+1.8pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,695 | $2,281+62.0% | $3,345+10.4% | $3,470+6.5% |
| Admin fee / account holder | $15,422 | $3,502+340.3% | $5,020+207.2% | $4,887+215.6% |