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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 | $146,267-9.6% | $197,124-32.9% | $82,448+60.4% |
| Participation rate | 68.3% | 84.0%-15.7pp | 86.7%-18.4pp | 68.1%+0.2pp |
| Annual return | 17.87% | 29.61%-11.7pp | 44.34%-26.5pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,547 | $4,723-67.2% | $6,227-75.2% | $2,551-39.4% |
| Participant deferral / active EE | $5,104 | $7,035-27.4% | $9,135-44.1% | $4,139+23.3% |
| Admin fee / account holder | $48,457 | $14,422+236.0% | $16,298+197.3% | $7,234+569.8% |