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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 | $131,364 | $134,001-2.0% | $112,258+17.0% | $134,509-2.3% |
| Participation rate | 43.5% | 78.6%-35.1pp | 75.1%-31.6pp | 81.2%-37.7pp |
| Annual return | -18.91% | 47.15%-66.1pp | 27.47%-46.4pp | 418.13%-437.0pp |
| Employer contribution / active EE | $457 | $4,039-88.7% | $3,636-87.4% | $4,741-90.4% |
| Participant deferral / active EE | $2,674 | $5,291-49.5% | $4,728-43.4% | $6,400-58.2% |
| Admin fee / account holder | $4,200 | $7,491-43.9% | $6,411-34.5% | $11,427-63.2% |