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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 | $148,229 | $167,415-11.5% | $140,514+5.5% | $198,609-25.4% |
| Participation rate | 50.0% | 80.9%-30.9pp | 77.8%-27.8pp | 82.4%-32.4pp |
| Annual return | 18.15% | 13.85%+4.3pp | 14.36%+3.8pp | 202.70%-184.5pp |
| Employer contribution / active EE | $789 | $4,088-80.7% | $3,378-76.6% | $5,055-84.4% |
| Participant deferral / active EE | $4,941 | $5,579-11.4% | $4,919+0.4% | $6,977-29.2% |
| Admin fee / account holder | $1,701 | $16,730-89.8% | $13,697-87.6% | $19,030-91.1% |