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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 | $92,013 | $95,895-4.0% | $79,576+15.6% | $134,509-31.6% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -13.08% | -2.72%-10.4pp | 0.15%-13.2pp | 418.13%-431.2pp |
| Employer contribution / active EE | $419 | $3,128-86.6% | $2,413-82.6% | $4,741-91.2% |
| Participant deferral / active EE | $1,825 | $4,693-61.1% | $3,985-54.2% | $6,400-71.5% |
| Admin fee / account holder | $833 | $9,129-90.9% | $6,834-87.8% | $11,427-92.7% |