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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 | $105,877 | $93,117+13.7% | $77,096+37.3% | $134,532-21.3% |
| Participation rate | 36.8% | 74.5%-37.7pp | 67.9%-31.1pp | 81.2%-44.4pp |
| Annual return | -15.78% | 62.67%-78.4pp | 42.35%-58.1pp | 418.27%-434.0pp |
| Employer contribution / active EE | $260 | $3,420-92.4% | $2,814-90.8% | $4,741-94.5% |
| Participant deferral / active EE | $1,141 | $5,241-78.2% | $4,429-74.2% | $6,401-82.2% |
| Admin fee / account holder | $12,039 | $6,948+73.3% | $5,428+121.8% | $11,429+5.3% |