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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 | $163,275 | $67,602+141.5% | $82,312+98.4% | $70,126+132.8% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 14.93% | 21.57%-6.6pp | 25.88%-11.0pp | 73.15%-58.2pp |
| Employer contribution / active EE | $14 | $1,755-99.2% | $2,428-99.4% | $2,343-99.4% |
| Participant deferral / active EE | $1,822 | $2,987-39.0% | $3,706-50.8% | $3,332-45.3% |
| Admin fee / account holder | $6,092 | $4,512+35.0% | $5,608+8.6% | $4,645+31.1% |