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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 | $142,849 | $117,846+21.2% | $102,434+39.5% | $145,884-2.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 13.08% | 31.90%-18.8pp | 29.46%-16.4pp | 551.85%-538.8pp |
| Employer contribution / active EE | $292 | $3,615-91.9% | $3,023-90.3% | $4,662-93.7% |
| Participant deferral / active EE | $1,905 | $5,733-66.8% | $5,055-62.3% | $6,690-71.5% |
| Admin fee / account holder | $101,286 | $13,356+658.4% | $9,462+970.4% | $13,392+656.3% |