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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 | $162,766 | $133,981+21.5% | $112,249+45.0% | $134,532+21.0% |
| Participation rate | 30.8% | 78.6%-47.8pp | 75.1%-44.3pp | 81.2%-50.5pp |
| Annual return | -14.89% | 47.16%-62.1pp | 27.48%-42.4pp | 418.27%-433.2pp |
| Employer contribution / active EE | $603 | $4,040-85.1% | $3,636-83.4% | $4,741-87.3% |
| Participant deferral / active EE | $3,751 | $5,292-29.1% | $4,729-20.7% | $6,401-41.4% |
| Admin fee / account holder | $5,881 | $7,492-21.5% | $6,412-8.3% | $11,429-48.5% |