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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 | $127,714 | $57,352+122.7% | $83,831+52.3% | $64,173+99.0% |
| Participation rate | 44.8% | 68.6%-23.8pp | 76.1%-31.3pp | 69.6%-24.7pp |
| Annual return | -4.35% | 11.38%-15.7pp | 850.99%-855.3pp | 7.63%-12.0pp |
| Employer contribution / active EE | $422 | $2,546-83.4% | $3,631-88.4% | $2,381-82.3% |
| Participant deferral / active EE | $2,201 | $2,993-26.5% | $4,082-46.1% | $3,470-36.6% |
| Admin fee / account holder | $932 | $4,046-77.0% | $5,479-83.0% | $4,887-80.9% |