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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 | $249,834 | $91,536+172.9% | $130,062+92.1% | $75,177+232.3% |
| Participation rate | 57.5% | 71.5%-14.0pp | 78.5%-21.0pp | 67.2%-9.7pp |
| Annual return | 28.87% | -631.62%+660.5pp | -137.37%+166.2pp | 160.75%-131.9pp |
| Employer contribution / active EE | $438 | $2,845-84.6% | $4,322-89.9% | $2,671-83.6% |
| Participant deferral / active EE | $7,145 | $4,343+64.5% | $5,821+22.8% | $4,126+73.2% |
| Admin fee / account holder | $2,926 | $6,780-56.8% | $10,601-72.4% | $5,651-48.2% |