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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 | $132,243 | $145,431-9.1% | $211,142-37.4% | $87,485+51.2% |
| Participation rate | 68.3% | 84.7%-16.5pp | 87.3%-19.0pp | 68.9%-0.6pp |
| Annual return | 17.87% | 27.21%-9.3pp | 46.84%-29.0pp | 26.06%-8.2pp |
| Employer contribution / active EE | $1,547 | $4,662-66.8% | $6,442-76.0% | $2,596-40.4% |
| Participant deferral / active EE | $5,104 | $6,859-25.6% | $9,284-45.0% | $4,274+19.4% |
| Admin fee / account holder | $48,457 | $17,052+184.2% | $19,076+154.0% | $7,775+523.3% |