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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 | $195,940 | $131,835+48.6% | $108,582+80.5% | $273,972-28.5% |
| Participation rate | 57.1% | 83.5%-26.3pp | 79.6%-22.4pp | 83.0%-25.9pp |
| Annual return | 5.04% | -91.57%+96.6pp | -51.70%+56.7pp | 41.46%-36.4pp |
| Employer contribution / active EE | $52 | $4,913-98.9% | $3,758-98.6% | $4,869-98.9% |
| Participant deferral / active EE | $3,336 | $5,127-34.9% | $4,311-22.6% | $5,287-36.9% |
| Admin fee / account holder | $10,303 | $10,253+0.5% | $7,645+34.8% | $10,133+1.7% |