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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 | $122,299 | $105,867+15.5% | $90,760+34.7% | $134,532-9.1% |
| Participation rate | 38.1% | 78.3%-40.2pp | 75.7%-37.6pp | 81.2%-43.1pp |
| Annual return | -13.08% | -10.99%-2.1pp | -12.16%-0.9pp | 418.27%-431.3pp |
| Employer contribution / active EE | $286 | $3,464-91.7% | $2,922-90.2% | $4,741-94.0% |
| Participant deferral / active EE | $1,472 | $5,217-71.8% | $4,565-67.8% | $6,401-77.0% |
| Admin fee / account holder | $1,997 | $13,936-85.7% | $8,444-76.3% | $11,429-82.5% |