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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 | $131,872 | $142,409-7.4% | $119,634+10.2% | $134,545-2.0% |
| Participation rate | 69.2% | 82.8%-13.6pp | 79.3%-10.0pp | 81.2%-12.0pp |
| Annual return | -13.75% | -12.46%-1.3pp | -14.98%+1.2pp | 418.37%-432.1pp |
| Employer contribution / active EE | $1,020 | $5,224-80.5% | $4,232-75.9% | $4,742-78.5% |
| Participant deferral / active EE | $4,590 | $6,468-29.0% | $5,601-18.1% | $6,401-28.3% |
| Admin fee / account holder | $1,208 | $13,594-91.1% | $10,329-88.3% | $11,431-89.4% |