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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 | $105,872 | $125,797-15.8% | $170,043-37.7% | $75,173+40.8% |
| Participation rate | 62.7% | 83.6%-20.9pp | 87.0%-24.3pp | 67.2%-4.5pp |
| Annual return | 16.43% | 27.20%-10.8pp | 53.40%-37.0pp | 160.72%-144.3pp |
| Employer contribution / active EE | $1,105 | $4,616-76.1% | $6,790-83.7% | $2,671-58.6% |
| Participant deferral / active EE | $3,237 | $6,838-52.7% | $10,410-68.9% | $4,126-21.6% |
| Admin fee / account holder | $5,944 | $8,177-27.3% | $12,824-53.6% | $5,651+5.2% |