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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 | $95,917+53.4% | $79,583+84.9% | $134,545+9.4% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -20.56% | -2.70%-17.9pp | 0.16%-20.7pp | 418.37%-438.9pp |
| Employer contribution / active EE | $415 | $3,129-86.8% | $2,414-82.8% | $4,742-91.3% |
| Participant deferral / active EE | $4,824 | $4,694+2.8% | $3,986+21.0% | $6,401-24.6% |
| Admin fee / account holder | $13,731 | $9,132+50.4% | $6,835+100.9% | $11,431+20.1% |