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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 | $87,654 | $80,992+8.2% | $96,534-9.2% | $75,173+16.6% |
| Participation rate | 47.9% | 71.8%-23.8pp | 76.0%-28.0pp | 67.2%-19.3pp |
| Annual return | 13.46% | 27.05%-13.6pp | 25.88%-12.4pp | 160.72%-147.3pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,661 | $3,929-6.8% | $4,851-24.5% | $4,126-11.3% |
| Admin fee / account holder | $11,896 | $6,717+77.1% | $8,253+44.1% | $5,651+110.5% |