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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 | $115,324 | $78,690+46.6% | $161,489-28.6% | $87,485+31.8% |
| Participation rate | 46.2% | 67.5%-21.3pp | 78.7%-32.5pp | 68.9%-22.8pp |
| Annual return | 13.25% | 32.74%-19.5pp | 89.72%-76.5pp | 26.06%-12.8pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,848 | $3,311-44.2% | $5,630-67.2% | $4,274-56.8% |
| Admin fee / account holder | $18,628 | $6,724+177.1% | $16,006+16.4% | $7,775+139.6% |