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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 | $153,824 | $100,772+52.6% | $86,690+77.4% | $134,493+14.4% |
| Participation rate | 68.8% | 78.9%-10.2pp | 76.6%-7.8pp | 81.2%-12.5pp |
| Annual return | -12.18% | 29.06%-41.2pp | 35.93%-48.1pp | 418.01%-430.2pp |
| Employer contribution / active EE | $703 | $3,490-79.9% | $2,837-75.2% | $4,740-85.2% |
| Participant deferral / active EE | $6,868 | $5,338+28.7% | $4,656+47.5% | $6,400+7.3% |
| Admin fee / account holder | $56,693 | $10,920+419.2% | $7,490+656.9% | $11,425+396.2% |