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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 | $94,764 | $75,962+24.8% | $154,108-38.5% | $64,173+47.7% |
| Participation rate | 58.7% | 70.4%-11.7pp | 83.0%-24.3pp | 69.6%-10.9pp |
| Annual return | -2.35% | 30.32%-32.7pp | 735.21%-737.6pp | 7.63%-10.0pp |
| Employer contribution / active EE | $150 | $3,350-95.5% | $5,298-97.2% | $2,381-93.7% |
| Participant deferral / active EE | $2,001 | $3,175-37.0% | $5,081-60.6% | $3,470-42.3% |
| Admin fee / account holder | $7,669 | $5,589+37.2% | $13,411-42.8% | $4,887+56.9% |