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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 | $189,465 | $134,001+41.4% | $112,258+68.8% | $134,509+40.9% |
| Participation rate | 31.3% | 78.6%-47.3pp | 75.1%-43.8pp | 81.2%-50.0pp |
| Annual return | -15.29% | 47.15%-62.4pp | 27.47%-42.8pp | 418.13%-433.4pp |
| Employer contribution / active EE | $223 | $4,039-94.5% | $3,636-93.9% | $4,741-95.3% |
| Participant deferral / active EE | $2,228 | $5,291-57.9% | $4,728-52.9% | $6,400-65.2% |
| Admin fee / account holder | $21,093 | $7,491+181.6% | $6,411+229.0% | $11,427+84.6% |