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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 | $215,989 | $142,392+51.7% | $119,622+80.6% | $134,532+60.5% |
| Participation rate | 45.5% | 82.8%-37.4pp | 79.3%-33.8pp | 81.2%-35.8pp |
| Annual return | -19.08% | -12.46%-6.6pp | -14.98%-4.1pp | 418.27%-437.3pp |
| Employer contribution / active EE | $754 | $5,224-85.6% | $4,232-82.2% | $4,741-84.1% |
| Participant deferral / active EE | $3,630 | $6,467-43.9% | $5,601-35.2% | $6,401-43.3% |
| Admin fee / account holder | $4,902 | $13,593-63.9% | $10,328-52.5% | $11,429-57.1% |