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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 | $97,690 | $95,979+1.8% | $74,551+31.0% | $135,380-27.8% |
| Participation rate | 68.8% | 75.7%-6.9pp | 69.1%-0.4pp | 82.6%-13.9pp |
| Annual return | -3.88% | 56.97%-60.9pp | 32.53%-36.4pp | 519.81%-523.7pp |
| Employer contribution / active EE | $261 | $2,716-90.4% | $1,961-86.7% | $4,779-94.5% |
| Participant deferral / active EE | $2,850 | $3,844-25.9% | $3,108-8.3% | $5,609-49.2% |
| Admin fee / account holder | $505 | $6,522-92.3% | $5,059-90.0% | $10,828-95.3% |