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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 | $91,088 | $91,536-0.5% | $130,062-30.0% | $75,177+21.2% |
| Participation rate | 60.0% | 71.5%-11.5pp | 78.5%-18.5pp | 67.2%-7.2pp |
| Annual return | 14.54% | -631.62%+646.2pp | -137.37%+151.9pp | 160.75%-146.2pp |
| Employer contribution / active EE | $442 | $2,845-84.5% | $4,322-89.8% | $2,671-83.5% |
| Participant deferral / active EE | $3,693 | $4,343-15.0% | $5,821-36.6% | $4,126-10.5% |
| Admin fee / account holder | $2,860 | $6,780-57.8% | $10,601-73.0% | $5,651-49.4% |