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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 | $146,538 | $254,759-42.5% | $216,567-32.3% | $198,609-26.2% |
| Participation rate | 37.5% | 84.5%-47.0pp | 81.6%-44.1pp | 82.4%-44.9pp |
| Annual return | 10.99% | 10.04%+0.9pp | 12.94%-2.0pp | 202.70%-191.7pp |
| Employer contribution / active EE | $1,322 | $6,096-78.3% | $5,216-74.7% | $5,055-73.9% |
| Participant deferral / active EE | $5,328 | $6,948-23.3% | $6,191-13.9% | $6,977-23.6% |
| Admin fee / account holder | $91,695 | $26,311+248.5% | $21,981+317.2% | $19,030+381.8% |