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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 | $152,467 | $133,981+13.8% | $112,249+35.8% | $134,532+13.3% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.1%-20.5pp | 81.2%-26.7pp |
| Annual return | -12.79% | 47.16%-60.0pp | 27.48%-40.3pp | 418.27%-431.1pp |
| Employer contribution / active EE | $275 | $4,040-93.2% | $3,636-92.4% | $4,741-94.2% |
| Participant deferral / active EE | $2,515 | $5,292-52.5% | $4,729-46.8% | $6,401-60.7% |
| Admin fee / account holder | $22,021 | $7,492+193.9% | $6,412+243.4% | $11,429+92.7% |