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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 | $137,693 | $91,536+50.4% | $130,062+5.9% | $75,177+83.2% |
| Participation rate | 63.4% | 71.5%-8.0pp | 78.5%-15.1pp | 67.2%-3.8pp |
| Annual return | 12.98% | -631.62%+644.6pp | -137.37%+150.3pp | 160.75%-147.8pp |
| Employer contribution / active EE | $127 | $2,845-95.5% | $4,322-97.1% | $2,671-95.3% |
| Participant deferral / active EE | $7,901 | $4,343+81.9% | $5,821+35.7% | $4,126+91.5% |
| Admin fee / account holder | $15,666 | $6,780+131.1% | $10,601+47.8% | $5,651+177.2% |