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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 | $142,184 | $102,429+38.8% | $147,096-3.3% | $80,925+75.7% |
| Participation rate | 51.7% | 75.9%-24.1pp | 82.2%-30.5pp | 67.7%-15.9pp |
| Annual return | 23.31% | 135.02%-111.7pp | 419.75%-396.4pp | 35.65%-12.3pp |
| Employer contribution / active EE | $802 | $3,716-78.4% | $4,936-83.8% | $2,756-70.9% |
| Participant deferral / active EE | $4,286 | $6,649-35.5% | $8,071-46.9% | $4,299-0.3% |
| Admin fee / account holder | $10,776 | $7,957+35.4% | $13,005-17.1% | $6,940+55.3% |