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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 | $100,833 | $106,551-5.4% | $91,225+10.5% | $134,532-25.0% |
| Participation rate | 33.3% | 76.8%-43.5pp | 73.2%-39.9pp | 81.2%-47.9pp |
| Annual return | -14.58% | 160.78%-175.4pp | 114.12%-128.7pp | 418.27%-432.9pp |
| Employer contribution / active EE | $234 | $3,331-93.0% | $2,851-91.8% | $4,741-95.1% |
| Participant deferral / active EE | $4,274 | $4,718-9.4% | $4,233+1.0% | $6,401-33.2% |
| Admin fee / account holder | $9,170 | $6,234+47.1% | $5,422+69.1% | $11,429-19.8% |