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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 | $122,814 | $76,551+60.4% | $123,894-0.9% | $62,881+95.3% |
| Participation rate | 51.4% | 73.0%-21.6pp | 81.4%-30.1pp | 69.3%-18.0pp |
| Annual return | 6.28% | 18.68%-12.4pp | 47.52%-41.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $382 | $2,882-86.7% | $4,617-91.7% | $2,281-83.3% |
| Participant deferral / active EE | $2,408 | $4,840-50.2% | $5,984-59.8% | $3,203-24.8% |
| Admin fee / account holder | $33,452 | $4,826+593.2% | $8,357+300.3% | $4,296+678.7% |