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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 | $157,146 | $190,916-17.7% | $160,037-1.8% | $134,545+16.8% |
| Participation rate | 63.2% | 82.0%-18.8pp | 78.0%-14.8pp | 81.2%-18.1pp |
| Annual return | -15.73% | 552.79%-568.5pp | 408.95%-424.7pp | 418.37%-434.1pp |
| Employer contribution / active EE | $285 | $4,996-94.3% | $4,226-93.3% | $4,742-94.0% |
| Participant deferral / active EE | $2,790 | $6,925-59.7% | $6,184-54.9% | $6,401-56.4% |
| Admin fee / account holder | $2,523 | $10,497-76.0% | $8,716-71.1% | $11,431-77.9% |