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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 | $99,346 | $91,525+8.5% | $130,026-23.6% | $75,181+32.1% |
| Participation rate | 59.0% | 71.4%-12.5pp | 78.5%-19.5pp | 67.2%-8.2pp |
| Annual return | 16.47% | -631.40%+647.9pp | -137.26%+153.7pp | 160.69%-144.2pp |
| Employer contribution / active EE | $251 | $2,844-91.2% | $4,321-94.2% | $2,671-90.6% |
| Participant deferral / active EE | $3,796 | $4,342-12.6% | $5,821-34.8% | $4,126-8.0% |
| Admin fee / account holder | $11,791 | $6,778+74.0% | $10,608+11.2% | $5,650+108.7% |