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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 | $112,321 | $131,835-14.8% | $108,582+3.4% | $273,972-59.0% |
| Participation rate | 41.7% | 83.5%-41.8pp | 79.6%-37.9pp | 83.0%-41.3pp |
| Annual return | 3.10% | -91.57%+94.7pp | -51.70%+54.8pp | 41.46%-38.4pp |
| Employer contribution / active EE | $795 | $4,913-83.8% | $3,758-78.8% | $4,869-83.7% |
| Participant deferral / active EE | $1,627 | $5,127-68.3% | $4,311-62.3% | $5,287-69.2% |
| Admin fee / account holder | $66,120 | $10,253+544.9% | $7,645+764.9% | $10,133+552.5% |