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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 | $158,810 | $100,805+57.5% | $86,698+83.2% | $134,532+18.0% |
| Participation rate | 57.1% | 79.0%-21.8pp | 76.6%-19.4pp | 81.2%-24.1pp |
| Annual return | -14.40% | 29.09%-43.5pp | 35.95%-50.3pp | 418.27%-432.7pp |
| Employer contribution / active EE | $516 | $3,490-85.2% | $2,837-81.8% | $4,741-89.1% |
| Participant deferral / active EE | $2,852 | $5,339-46.6% | $4,656-38.7% | $6,401-55.4% |
| Admin fee / account holder | $5,307 | $10,925-51.4% | $7,493-29.2% | $11,429-53.6% |