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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 | $209,275 | $105,867+97.7% | $90,760+130.6% | $134,532+55.6% |
| Participation rate | 26.3% | 78.3%-51.9pp | 75.7%-49.4pp | 81.2%-54.9pp |
| Annual return | -19.81% | -10.99%-8.8pp | -12.16%-7.7pp | 418.27%-438.1pp |
| Employer contribution / active EE | $571 | $3,464-83.5% | $2,922-80.5% | $4,741-88.0% |
| Participant deferral / active EE | $1,802 | $5,217-65.5% | $4,565-60.5% | $6,401-71.9% |
| Admin fee / account holder | $8,866 | $13,936-36.4% | $8,444+5.0% | $11,429-22.4% |