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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 | $123,788 | $64,010+93.4% | $108,359+14.2% | $64,340+92.4% |
| Participation rate | 26.5% | 49.4%-22.9pp | 70.1%-43.7pp | 55.2%-28.8pp |
| Annual return | 12.35% | 19.74%-7.4pp | 36.89%-24.5pp | 24.14%-11.8pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,635 | $2,395-31.7% | $4,137-60.5% | $2,980-45.1% |
| Admin fee / account holder | $10,779 | $4,885+120.7% | $9,741+10.7% | $3,703+191.1% |