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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 | $143,969-8.1% | $199,883-33.8% | $82,637+60.0% |
| Participation rate | 68.3% | 84.1%-15.8pp | 86.8%-18.5pp | 68.1%+0.2pp |
| Annual return | 17.87% | 25.67%-7.8pp | 43.81%-25.9pp | 53.51%-35.6pp |
| Employer contribution / active EE | $1,547 | $4,632-66.6% | $6,261-75.3% | $2,552-39.4% |
| Participant deferral / active EE | $5,104 | $6,937-26.4% | $9,138-44.1% | $4,126+23.7% |
| Admin fee / account holder | $48,457 | $14,597+232.0% | $17,268+180.6% | $7,339+560.3% |