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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 | $113,312 | $100,805+12.4% | $86,698+30.7% | $134,532-15.8% |
| Participation rate | 65.2% | 79.0%-13.7pp | 76.6%-11.4pp | 81.2%-16.0pp |
| Annual return | -14.26% | 29.09%-43.4pp | 35.95%-50.2pp | 418.27%-432.5pp |
| Employer contribution / active EE | $378 | $3,490-89.2% | $2,837-86.7% | $4,741-92.0% |
| Participant deferral / active EE | $2,397 | $5,339-55.1% | $4,656-48.5% | $6,401-62.5% |
| Admin fee / account holder | $25,647 | $10,925+134.7% | $7,493+242.3% | $11,429+124.4% |