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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 | $167,168 | $100,792+65.9% | $86,691+92.8% | $134,509+24.3% |
| Participation rate | 55.6% | 78.9%-23.4pp | 76.6%-21.0pp | 81.2%-25.7pp |
| Annual return | -14.99% | 29.08%-44.1pp | 35.94%-50.9pp | 418.13%-433.1pp |
| Employer contribution / active EE | $617 | $3,491-82.3% | $2,837-78.2% | $4,741-87.0% |
| Participant deferral / active EE | $3,909 | $5,339-26.8% | $4,656-16.0% | $6,400-38.9% |
| Admin fee / account holder | $6,622 | $10,924-39.4% | $7,492-11.6% | $11,427-42.0% |