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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 | $105,526 | $105,198+0.3% | $159,455-33.8% | $85,856+22.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.8%-32.8pp | 69.3%-19.3pp |
| Annual return | 18.62% | 45.08%-26.5pp | 263.63%-245.0pp | 318.58%-300.0pp |
| Employer contribution / active EE | $612 | $3,319-81.6% | $4,830-87.3% | $2,565-76.1% |
| Participant deferral / active EE | $4,671 | $5,946-21.4% | $7,353-36.5% | $3,952+18.2% |
| Admin fee / account holder | $1,091 | $6,934-84.3% | $10,800-89.9% | $6,261-82.6% |