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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 | $143,144 | $152,612-6.2% | $125,192+14.3% | $152,897-6.4% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 18.52% | 54.85%-36.3pp | 43.79%-25.3pp | 345.43%-326.9pp |
| Employer contribution / active EE | $428 | $4,947-91.3% | $3,866-88.9% | $4,764-91.0% |
| Participant deferral / active EE | $3,626 | $5,868-38.2% | $4,937-26.6% | $5,851-38.0% |
| Admin fee / account holder | $1,680 | $13,437-87.5% | $9,704-82.7% | $11,599-85.5% |