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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 | $118,945 | $138,393-14.1% | $184,256-35.4% | $80,959+46.9% |
| Participation rate | 55.0% | 83.9%-28.9pp | 86.8%-31.8pp | 67.7%-12.7pp |
| Annual return | 16.43% | 20.01%-3.6pp | 28.85%-12.4pp | 35.67%-19.2pp |
| Employer contribution / active EE | $50 | $4,847-99.0% | $6,427-99.2% | $2,757-98.2% |
| Participant deferral / active EE | $10,694 | $7,076+51.1% | $9,133+17.1% | $4,300+148.7% |
| Admin fee / account holder | $1,705 | $10,489-83.7% | $13,899-87.7% | $6,925-75.4% |