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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 | $99,341 | $105,861-6.2% | $90,756+9.5% | $134,509-26.1% |
| Participation rate | 11.1% | 78.2%-67.1pp | 75.7%-64.6pp | 81.2%-70.1pp |
| Annual return | -18.67% | -10.99%-7.7pp | -12.16%-6.5pp | 418.13%-436.8pp |
| Employer contribution / active EE | $453 | $3,463-86.9% | $2,922-84.5% | $4,741-90.5% |
| Participant deferral / active EE | $1,465 | $5,217-71.9% | $4,565-67.9% | $6,400-77.1% |
| Admin fee / account holder | $15,000 | $13,938+7.6% | $8,445+77.6% | $11,427+31.3% |