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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 | $93,687 | $145,431-35.6% | $211,142-55.6% | $87,485+7.1% |
| Participation rate | 60.0% | 84.7%-24.7pp | 87.3%-27.3pp | 68.9%-8.9pp |
| Annual return | 14.42% | 27.21%-12.8pp | 46.84%-32.4pp | 26.06%-11.6pp |
| Employer contribution / active EE | $1,225 | $4,662-73.7% | $6,442-81.0% | $2,596-52.8% |
| Participant deferral / active EE | $3,512 | $6,859-48.8% | $9,284-62.2% | $4,274-17.8% |
| Admin fee / account holder | $60,611 | $17,052+255.5% | $19,076+217.7% | $7,775+679.6% |