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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 | $94,871 | $91,525+3.7% | $130,026-27.0% | $75,181+26.2% |
| Participation rate | 65.9% | 71.4%-5.5pp | 78.5%-12.6pp | 67.2%-1.3pp |
| Annual return | 15.25% | -631.40%+646.7pp | -137.26%+152.5pp | 160.69%-145.4pp |
| Employer contribution / active EE | $197 | $2,844-93.1% | $4,321-95.5% | $2,671-92.6% |
| Participant deferral / active EE | $3,498 | $4,342-19.4% | $5,821-39.9% | $4,126-15.2% |
| Admin fee / account holder | $17,870 | $6,778+163.6% | $10,608+68.5% | $5,650+216.3% |