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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 | $154,790 | $95,917+61.4% | $79,583+94.5% | $134,545+15.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -9.28% | -2.70%-6.6pp | 0.16%-9.4pp | 418.37%-427.7pp |
| Employer contribution / active EE | $383 | $3,129-87.8% | $2,414-84.1% | $4,742-91.9% |
| Participant deferral / active EE | $2,688 | $4,694-42.7% | $3,986-32.6% | $6,401-58.0% |
| Admin fee / account holder | $7,438 | $9,132-18.5% | $6,835+8.8% | $11,431-34.9% |