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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 | $137,663 | $77,817+76.9% | $123,553+11.4% | $64,173+114.5% |
| Participation rate | 60.8% | 74.7%-13.9pp | 82.3%-21.5pp | 69.6%-8.8pp |
| Annual return | -5.75% | 12.49%-18.2pp | 119.21%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $296 | $3,014-90.2% | $4,628-93.6% | $2,381-87.6% |
| Participant deferral / active EE | $6,883 | $5,240+31.4% | $6,426+7.1% | $3,470+98.4% |
| Admin fee / account holder | $2,868 | $5,519-48.0% | $9,284-69.1% | $4,887-41.3% |