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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 | $113,456 | $133,998-15.3% | $112,263+1.1% | $134,545-15.7% |
| Participation rate | 43.8% | 78.6%-34.8pp | 75.1%-31.3pp | 81.2%-37.5pp |
| Annual return | -18.53% | 47.17%-65.7pp | 27.49%-46.0pp | 418.37%-436.9pp |
| Employer contribution / active EE | $165 | $4,040-95.9% | $3,636-95.5% | $4,742-96.5% |
| Participant deferral / active EE | $1,650 | $5,292-68.8% | $4,729-65.1% | $6,401-74.2% |
| Admin fee / account holder | $1,211 | $7,493-83.8% | $6,410-81.1% | $11,431-89.4% |