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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 | $146,267-8.5% | $197,124-32.1% | $82,448+62.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 86.7%-20.0pp | 68.1%-1.4pp |
| Annual return | 15.05% | 29.61%-14.6pp | 44.34%-29.3pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,008 | $4,723-78.7% | $6,227-83.8% | $2,551-60.5% |
| Participant deferral / active EE | $4,089 | $7,035-41.9% | $9,135-55.2% | $4,139-1.2% |
| Admin fee / account holder | $11,574 | $14,422-19.7% | $16,298-29.0% | $7,234+60.0% |