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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 | $217,558 | $133,981+62.4% | $112,249+93.8% | $134,532+61.7% |
| Participation rate | 36.4% | 78.6%-42.2pp | 75.1%-38.7pp | 81.2%-44.9pp |
| Annual return | -18.99% | 47.16%-66.2pp | 27.48%-46.5pp | 418.27%-437.3pp |
| Employer contribution / active EE | $782 | $4,040-80.6% | $3,636-78.5% | $4,741-83.5% |
| Participant deferral / active EE | $3,961 | $5,292-25.1% | $4,729-16.2% | $6,401-38.1% |
| Admin fee / account holder | $1,047 | $7,492-86.0% | $6,412-83.7% | $11,429-90.8% |