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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 | $104,910 | $92,684+13.2% | $82,706+26.8% | $134,509-22.0% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -18.40% | 945.84%-964.2pp | 701.76%-720.2pp | 418.13%-436.5pp |
| Employer contribution / active EE | $285 | $3,272-91.3% | $3,007-90.5% | $4,741-94.0% |
| Participant deferral / active EE | $4,449 | $4,800-7.3% | $4,394+1.3% | $6,400-30.5% |
| Admin fee / account holder | $560 | $5,982-90.6% | $5,329-89.5% | $11,427-95.1% |