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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 | $94,808 | $108,825-12.9% | $156,181-39.3% | $82,448+15.0% |
| Participation rate | 25.0% | 72.4%-47.4pp | 78.8%-53.8pp | 68.1%-43.1pp |
| Annual return | 13.82% | 20.59%-6.8pp | 64.87%-51.1pp | 41.64%-27.8pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,413 | $4,577-47.3% | $6,132-60.6% | $4,139-41.7% |
| Admin fee / account holder | $102,033 | $9,341+992.4% | $14,586+599.5% | $7,234+1310.4% |