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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 | $121,118 | $142,392-14.9% | $119,622+1.3% | $134,532-10.0% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.3%-16.8pp | 81.2%-18.7pp |
| Annual return | -18.87% | -12.46%-6.4pp | -14.98%-3.9pp | 418.27%-437.1pp |
| Employer contribution / active EE | $971 | $5,224-81.4% | $4,232-77.0% | $4,741-79.5% |
| Participant deferral / active EE | $3,892 | $6,467-39.8% | $5,601-30.5% | $6,401-39.2% |
| Admin fee / account holder | $3,278 | $13,593-75.9% | $10,328-68.3% | $11,429-71.3% |