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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 | $114,250 | $104,251+9.6% | $91,004+25.5% | $147,586-22.6% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 18.36% | 27.06%-8.7pp | 4.60%+13.8pp | 578.59%-560.2pp |
| Employer contribution / active EE | $346 | $3,116-88.9% | $2,456-85.9% | $4,876-92.9% |
| Participant deferral / active EE | $2,753 | $4,195-34.4% | $3,548-22.4% | $5,439-49.4% |
| Admin fee / account holder | $81,361 | $8,948+809.3% | $5,417+1401.8% | $10,886+647.4% |