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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 | $96,519 | $133,981-28.0% | $112,249-14.0% | $134,532-28.3% |
| Participation rate | 44.4% | 78.6%-34.1pp | 75.1%-30.6pp | 81.2%-36.8pp |
| Annual return | -20.32% | 47.16%-67.5pp | 27.48%-47.8pp | 418.27%-438.6pp |
| Employer contribution / active EE | $695 | $4,040-82.8% | $3,636-80.9% | $4,741-85.3% |
| Participant deferral / active EE | $5,021 | $5,292-5.1% | $4,729+6.2% | $6,401-21.6% |
| Admin fee / account holder | $1,617 | $7,492-78.4% | $6,412-74.8% | $11,429-85.9% |