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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 | $146,240 | $154,209-5.2% | $130,062+12.4% | $139,487+4.8% |
| Participation rate | 46.7% | 82.0%-35.3pp | 78.5%-31.8pp | 80.3%-33.7pp |
| Annual return | 15.99% | 32.52%-16.5pp | -137.37%+153.4pp | 373.84%-357.9pp |
| Employer contribution / active EE | $1,007 | $5,292-81.0% | $4,322-76.7% | $4,755-78.8% |
| Participant deferral / active EE | $3,647 | $6,709-45.6% | $5,821-37.3% | $6,713-45.7% |
| Admin fee / account holder | $515 | $13,988-96.3% | $10,601-95.1% | $11,407-95.5% |