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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 | $133,794 | $138,366-3.3% | $184,185-27.4% | $80,911+65.4% |
| Participation rate | 60.4% | 83.9%-23.5pp | 86.8%-26.5pp | 67.6%-7.3pp |
| Annual return | 14.17% | 20.02%-5.9pp | 28.81%-14.6pp | 35.63%-21.5pp |
| Employer contribution / active EE | $82 | $4,849-98.3% | $6,426-98.7% | $2,756-97.0% |
| Participant deferral / active EE | $5,314 | $7,074-24.9% | $9,132-41.8% | $4,297+23.7% |
| Admin fee / account holder | $29,999 | $10,484+186.1% | $13,909+115.7% | $6,935+332.6% |