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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 | $155,063 | $131,835+17.6% | $108,582+42.8% | $273,972-43.4% |
| Participation rate | 61.1% | 83.5%-22.3pp | 79.6%-18.5pp | 83.0%-21.9pp |
| Annual return | 9.73% | -91.57%+101.3pp | -51.70%+61.4pp | 41.46%-31.7pp |
| Employer contribution / active EE | $601 | $4,913-87.8% | $3,758-84.0% | $4,869-87.7% |
| Participant deferral / active EE | $1,903 | $5,127-62.9% | $4,311-55.9% | $5,287-64.0% |
| Admin fee / account holder | $797 | $10,253-92.2% | $7,645-89.6% | $10,133-92.1% |