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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 | $149,950 | $50,898+194.6% | $171,082-12.4% | $55,167+171.8% |
| Participation rate | 49.5% | 63.3%-13.8pp | 76.7%-27.2pp | 69.0%-19.5pp |
| Annual return | 7.95% | 15.34%-7.4pp | 32.56%-24.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,476 | $2,994+49.5% | $4,797-6.7% | $3,054+46.6% |
| Admin fee / account holder | $7,721 | $500+1445.8% | $8,520-9.4% | $504+1432.3% |