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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 | $94,174 | $99,644-5.5% | $86,438+9.0% | $134,532-30.0% |
| Participation rate | 47.1% | 82.1%-35.0pp | 80.3%-33.3pp | 81.2%-34.2pp |
| Annual return | -15.80% | 6787.26%-6803.1pp | 4397.19%-4413.0pp | 418.27%-434.1pp |
| Employer contribution / active EE | $411 | $4,402-90.7% | $3,769-89.1% | $4,741-91.3% |
| Participant deferral / active EE | $4,525 | $7,247-37.6% | $6,952-34.9% | $6,401-29.3% |
| Admin fee / account holder | $2,895 | $8,375-65.4% | $6,733-57.0% | $11,429-74.7% |