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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 | $150,801 | $167,353-9.9% | $143,797+4.9% | $134,545+12.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -14.81% | 0.48%-15.3pp | -0.04%-14.8pp | 418.37%-433.2pp |
| Employer contribution / active EE | $688 | $5,620-87.8% | $4,952-86.1% | $4,742-85.5% |
| Participant deferral / active EE | $2,885 | $6,447-55.2% | $5,638-48.8% | $6,401-54.9% |
| Admin fee / account holder | $1,892 | $18,096-89.5% | $14,679-87.1% | $11,431-83.4% |