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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 | $101,564 | $138,393-26.6% | $184,256-44.9% | $80,959+25.5% |
| Participation rate | 57.8% | 83.9%-26.1pp | 86.8%-29.0pp | 67.7%-9.9pp |
| Annual return | 11.72% | 20.01%-8.3pp | 28.85%-17.1pp | 35.67%-23.9pp |
| Employer contribution / active EE | $571 | $4,847-88.2% | $6,427-91.1% | $2,757-79.3% |
| Participant deferral / active EE | $4,869 | $7,076-31.2% | $9,133-46.7% | $4,300+13.2% |
| Admin fee / account holder | $19,831 | $10,489+89.1% | $13,899+42.7% | $6,925+186.4% |