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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 | $133,830 | $145,431-8.0% | $211,142-36.6% | $87,485+53.0% |
| Participation rate | 66.7% | 84.7%-18.1pp | 87.3%-20.6pp | 68.9%-2.3pp |
| Annual return | 15.05% | 27.21%-12.2pp | 46.84%-31.8pp | 26.06%-11.0pp |
| Employer contribution / active EE | $1,008 | $4,662-78.4% | $6,442-84.3% | $2,596-61.2% |
| Participant deferral / active EE | $4,089 | $6,859-40.4% | $9,284-56.0% | $4,274-4.3% |
| Admin fee / account holder | $11,574 | $17,052-32.1% | $19,076-39.3% | $7,775+48.9% |