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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 | $110,569 | $100,792+9.7% | $86,691+27.5% | $134,509-17.8% |
| Participation rate | 69.2% | 78.9%-9.7pp | 76.6%-7.4pp | 81.2%-12.0pp |
| Annual return | -15.37% | 29.08%-44.4pp | 35.94%-51.3pp | 418.13%-433.5pp |
| Employer contribution / active EE | $451 | $3,491-87.1% | $2,837-84.1% | $4,741-90.5% |
| Participant deferral / active EE | $8,004 | $5,339+49.9% | $4,656+71.9% | $6,400+25.1% |
| Admin fee / account holder | $13,589 | $10,924+24.4% | $7,492+81.4% | $11,427+18.9% |