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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 | $185,160 | $100,792+83.7% | $86,691+113.6% | $134,509+37.7% |
| Participation rate | 29.2% | 78.9%-49.8pp | 76.6%-47.4pp | 81.2%-52.1pp |
| Annual return | -17.69% | 29.08%-46.8pp | 35.94%-53.6pp | 418.13%-435.8pp |
| Employer contribution / active EE | $99 | $3,491-97.2% | $2,837-96.5% | $4,741-97.9% |
| Participant deferral / active EE | $2,789 | $5,339-47.8% | $4,656-40.1% | $6,400-56.4% |
| Admin fee / account holder | $18,980 | $10,924+73.7% | $7,492+153.3% | $11,427+66.1% |