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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 | $118,783 | $102,385+16.0% | $147,080-19.2% | $80,935+46.8% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 14.23% | 135.09%-120.9pp | 420.17%-405.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $530 | $3,717-85.7% | $4,933-89.3% | $2,757-80.8% |
| Participant deferral / active EE | $2,981 | $6,651-55.2% | $8,066-63.0% | $4,299-30.7% |
| Admin fee / account holder | $8,012 | $7,951+0.8% | $12,989-38.3% | $6,924+15.7% |