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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 | $166,769 | $69,012+141.7% | $160,009+4.2% | $68,486+143.5% |
| Participation rate | 58.1% | 65.4%-7.4pp | 78.0%-19.9pp | 67.9%-9.8pp |
| Annual return | -12.96% | -9.65%-3.3pp | 408.85%-421.8pp | -7.85%-5.1pp |
| Employer contribution / active EE | $256 | $2,212-88.4% | $4,225-93.9% | $2,597-90.1% |
| Participant deferral / active EE | $5,693 | $4,212+35.2% | $6,183-7.9% | $4,028+41.4% |
| Admin fee / account holder | $10,543 | $4,798+119.7% | $8,715+21.0% | $5,404+95.1% |