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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 | $149,251 | $275,752-45.9% | $256,809-41.9% | $198,609-24.9% |
| Participation rate | 57.1% | 89.2%-32.0pp | 88.5%-31.4pp | 82.4%-25.2pp |
| Annual return | 10.74% | 34.81%-24.1pp | 32.73%-22.0pp | 202.70%-192.0pp |
| Employer contribution / active EE | $1,546 | $7,721-80.0% | $7,263-78.7% | $5,055-69.4% |
| Participant deferral / active EE | $5,330 | $10,037-46.9% | $9,520-44.0% | $6,977-23.6% |
| Admin fee / account holder | $62,987 | $25,716+144.9% | $25,146+150.5% | $19,030+231.0% |