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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 | $147,130 | $95,895+53.4% | $79,576+84.9% | $134,509+9.4% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -20.56% | -2.72%-17.8pp | 0.15%-20.7pp | 418.13%-438.7pp |
| Employer contribution / active EE | $415 | $3,128-86.7% | $2,413-82.8% | $4,741-91.3% |
| Participant deferral / active EE | $4,824 | $4,693+2.8% | $3,985+21.0% | $6,400-24.6% |
| Admin fee / account holder | $13,731 | $9,129+50.4% | $6,834+100.9% | $11,427+20.2% |