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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 | $156,725 | $154,209+1.6% | $130,062+20.5% | $139,487+12.4% |
| Participation rate | 69.2% | 82.0%-12.7pp | 78.5%-9.3pp | 80.3%-11.1pp |
| Annual return | 14.20% | 32.52%-18.3pp | -137.37%+151.6pp | 373.84%-359.6pp |
| Employer contribution / active EE | $1,034 | $5,292-80.5% | $4,322-76.1% | $4,755-78.3% |
| Participant deferral / active EE | $4,624 | $6,709-31.1% | $5,821-20.6% | $6,713-31.1% |
| Admin fee / account holder | $1,860 | $13,988-86.7% | $10,601-82.5% | $11,407-83.7% |