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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 | $104,386 | $102,422+1.9% | $147,117-29.0% | $80,959+28.9% |
| Participation rate | 54.9% | 75.9%-21.0pp | 82.2%-27.3pp | 67.7%-12.8pp |
| Annual return | 12.32% | 135.16%-122.8pp | 420.54%-408.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $830 | $3,717-77.7% | $4,932-83.2% | $2,757-69.9% |
| Participant deferral / active EE | $4,796 | $6,652-27.9% | $8,065-40.5% | $4,300+11.5% |
| Admin fee / account holder | $7,879 | $7,953-0.9% | $12,993-39.4% | $6,925+13.8% |