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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 | $154,106 | $154,193-0.1% | $130,045+18.5% | $139,466+10.5% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.5%-22.9pp | 80.3%-24.8pp |
| Annual return | 10.61% | 32.51%-21.9pp | -137.30%+147.9pp | 373.66%-363.1pp |
| Employer contribution / active EE | $947 | $5,292-82.1% | $4,321-78.1% | $4,754-80.1% |
| Participant deferral / active EE | $2,798 | $6,709-58.3% | $5,820-51.9% | $6,712-58.3% |
| Admin fee / account holder | $197,583 | $13,989+1312.4% | $10,600+1763.9% | $11,409+1631.9% |