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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 | $157,223 | $201,344-21.9% | $184,243-14.7% | $145,877+7.8% |
| Participation rate | 56.3% | 87.5%-31.2pp | 86.8%-30.6pp | 80.3%-24.1pp |
| Annual return | 11.25% | 29.01%-17.8pp | 28.82%-17.6pp | 551.28%-540.0pp |
| Employer contribution / active EE | $292 | $7,022-95.8% | $6,427-95.5% | $4,663-93.7% |
| Participant deferral / active EE | $4,470 | $9,807-54.4% | $9,132-51.1% | $6,691-33.2% |
| Admin fee / account holder | $71,119 | $16,382+334.1% | $13,914+411.1% | $13,402+430.7% |