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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 | $97,332 | $85,515+13.8% | $112,040-13.1% | $67,986+43.2% |
| Participation rate | 47.2% | 68.2%-21.0pp | 76.5%-29.3pp | 57.2%-10.0pp |
| Annual return | 15.27% | 29.68%-14.4pp | 24.52%-9.2pp | 31.67%-16.4pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,027 | $4,014-49.5% | $5,098-60.2% | $3,358-39.6% |
| Admin fee / account holder | $7,656 | $3,774+102.9% | $12,098-36.7% | $3,203+139.0% |