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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 | $105,643 | $105,867-0.2% | $90,760+16.4% | $134,532-21.5% |
| Participation rate | 64.7% | 78.3%-13.5pp | 75.7%-11.0pp | 81.2%-16.5pp |
| Annual return | -12.58% | -10.99%-1.6pp | -12.16%-0.4pp | 418.27%-430.8pp |
| Employer contribution / active EE | $401 | $3,464-88.4% | $2,922-86.3% | $4,741-91.5% |
| Participant deferral / active EE | $2,796 | $5,217-46.4% | $4,565-38.8% | $6,401-56.3% |
| Admin fee / account holder | $3,553 | $13,936-74.5% | $8,444-57.9% | $11,429-68.9% |