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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 | $94,957 | $100,805-5.8% | $86,698+9.5% | $134,532-29.4% |
| Participation rate | 60.0% | 79.0%-19.0pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -10.08% | 29.09%-39.2pp | 35.95%-46.0pp | 418.27%-428.3pp |
| Employer contribution / active EE | $295 | $3,490-91.5% | $2,837-89.6% | $4,741-93.8% |
| Participant deferral / active EE | $2,473 | $5,339-53.7% | $4,656-46.9% | $6,401-61.4% |
| Admin fee / account holder | $72,749 | $10,925+565.9% | $7,493+871.0% | $11,429+536.6% |