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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 | $193,669 | $102,385+89.2% | $147,080+31.7% | $80,935+139.3% |
| Participation rate | 65.6% | 75.9%-10.2pp | 82.2%-16.6pp | 67.7%-2.0pp |
| Annual return | 12.27% | 135.09%-122.8pp | 420.17%-407.9pp | 35.66%-23.4pp |
| Employer contribution / active EE | $579 | $3,717-84.4% | $4,933-88.3% | $2,757-79.0% |
| Participant deferral / active EE | $4,550 | $6,651-31.6% | $8,066-43.6% | $4,299+5.8% |
| Admin fee / account holder | $333 | $7,951-95.8% | $12,989-97.4% | $6,924-95.2% |