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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 | $146,022 | $81,233+79.8% | $155,567-6.1% | $80,874+80.6% |
| Participation rate | 11.1% | 66.2%-55.1pp | 78.2%-67.1pp | 67.6%-56.5pp |
| Annual return | 11.26% | 33.33%-22.1pp | 64.74%-53.5pp | 35.62%-24.4pp |
| Employer contribution / active EE | $238 | $3,101-92.3% | $4,674-94.9% | $2,756-91.3% |
| Participant deferral / active EE | $907 | $3,452-73.7% | $5,628-83.9% | $4,297-78.9% |
| Admin fee / account holder | $1,145 | $7,998-85.7% | $15,916-92.8% | $6,935-83.5% |