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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 | $126,473 | $102,429+23.5% | $147,096-14.0% | $80,925+56.3% |
| Participation rate | 52.3% | 75.9%-23.6pp | 82.2%-29.9pp | 67.7%-15.4pp |
| Annual return | 12.21% | 135.02%-122.8pp | 419.75%-407.5pp | 35.65%-23.4pp |
| Employer contribution / active EE | $664 | $3,716-82.1% | $4,936-86.5% | $2,756-75.9% |
| Participant deferral / active EE | $3,357 | $6,649-49.5% | $8,071-58.4% | $4,299-21.9% |
| Admin fee / account holder | $14,640 | $7,957+84.0% | $13,005+12.6% | $6,940+111.0% |