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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 | $139,058 | $131,835+5.5% | $108,582+28.1% | $273,972-49.2% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.6%-17.1pp | 83.0%-20.5pp |
| Annual return | 5.83% | -91.57%+97.4pp | -51.70%+57.5pp | 41.46%-35.6pp |
| Employer contribution / active EE | $776 | $4,913-84.2% | $3,758-79.3% | $4,869-84.1% |
| Participant deferral / active EE | $3,000 | $5,127-41.5% | $4,311-30.4% | $5,287-43.3% |
| Admin fee / account holder | $7,300 | $10,253-28.8% | $7,645-4.5% | $10,133-28.0% |