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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 | $122,550 | $95,915+27.8% | $79,580+54.0% | $134,532-8.9% |
| Participation rate | 12.5% | 75.0%-62.5pp | 69.5%-57.0pp | 81.2%-68.7pp |
| Annual return | 0.50% | -2.71%+3.2pp | 0.15%+0.3pp | 418.27%-417.8pp |
| Employer contribution / active EE | $249 | $3,129-92.0% | $2,413-89.7% | $4,741-94.8% |
| Participant deferral / active EE | $1,628 | $4,693-65.3% | $3,985-59.2% | $6,401-74.6% |
| Admin fee / account holder | $1,025 | $9,132-88.8% | $6,835-85.0% | $11,429-91.0% |