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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 | $137,480 | $149,446-8.0% | $256,809-46.5% | $94,015+46.2% |
| Participation rate | 68.6% | 85.3%-16.7pp | 88.5%-20.0pp | 70.8%-2.2pp |
| Annual return | 14.57% | 17.55%-3.0pp | 32.73%-18.2pp | 17.84%-3.3pp |
| Employer contribution / active EE | $1,078 | $4,596-76.5% | $7,263-85.2% | $2,790-61.4% |
| Participant deferral / active EE | $5,159 | $6,491-20.5% | $9,520-45.8% | $4,249+21.4% |
| Admin fee / account holder | $46,106 | $24,035+91.8% | $25,146+83.4% | $8,951+415.1% |