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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 | $104,094 | $100,792+3.3% | $86,691+20.1% | $134,509-22.6% |
| Participation rate | 54.2% | 78.9%-24.8pp | 76.6%-22.4pp | 81.2%-27.1pp |
| Annual return | -17.27% | 29.08%-46.3pp | 35.94%-53.2pp | 418.13%-435.4pp |
| Employer contribution / active EE | $699 | $3,491-80.0% | $2,837-75.4% | $4,741-85.3% |
| Participant deferral / active EE | $3,825 | $5,339-28.3% | $4,656-17.8% | $6,400-40.2% |
| Admin fee / account holder | $2,533 | $10,924-76.8% | $7,492-66.2% | $11,427-77.8% |