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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 | $197,456 | $82,678+138.8% | $125,391+57.5% | $68,490+188.3% |
| Participation rate | 54.1% | 75.1%-21.0pp | 82.4%-28.3pp | 67.9%-13.8pp |
| Annual return | -17.93% | -5.97%-12.0pp | 572.41%-590.3pp | -7.85%-10.1pp |
| Employer contribution / active EE | $330 | $3,382-90.2% | $4,816-93.1% | $2,597-87.3% |
| Participant deferral / active EE | $8,400 | $6,111+37.4% | $7,448+12.8% | $4,028+108.5% |
| Admin fee / account holder | $16,463 | $6,277+162.3% | $10,009+64.5% | $5,403+204.7% |