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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 | $139,239 | $111,301+25.1% | $112,977+23.2% | $158,982-12.4% |
| Participation rate | 56.5% | 83.5%-27.0pp | 82.6%-26.0pp | 82.0%-25.4pp |
| Annual return | 9.93% | 26.40%-16.5pp | 24.24%-14.3pp | 302.99%-293.1pp |
| Employer contribution / active EE | $1,166 | $4,471-73.9% | $4,255-72.6% | $4,763-75.5% |
| Participant deferral / active EE | $2,935 | $5,880-50.1% | $5,836-49.7% | $5,983-51.0% |
| Admin fee / account holder | $39,851 | $8,392+374.9% | $6,294+533.2% | $11,252+254.2% |