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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 | $110,142 | $134,001-17.8% | $112,258-1.9% | $134,509-18.1% |
| Participation rate | 28.6% | 78.6%-50.0pp | 75.1%-46.5pp | 81.2%-52.7pp |
| Annual return | -17.12% | 47.15%-64.3pp | 27.47%-44.6pp | 418.13%-435.3pp |
| Employer contribution / active EE | $338 | $4,039-91.6% | $3,636-90.7% | $4,741-92.9% |
| Participant deferral / active EE | $4,844 | $5,291-8.5% | $4,728+2.4% | $6,400-24.3% |
| Admin fee / account holder | $1,045 | $7,491-86.1% | $6,411-83.7% | $11,427-90.9% |