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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 | $87,259 | $97,761-10.7% | $83,850+4.1% | $135,382-35.5% |
| Participation rate | 56.3% | 80.0%-23.7pp | 76.1%-19.9pp | 82.6%-26.4pp |
| Annual return | -8.85% | 1287.44%-1296.3pp | 850.92%-859.8pp | 519.77%-528.6pp |
| Employer contribution / active EE | $571 | $4,222-86.5% | $3,631-84.3% | $4,779-88.1% |
| Participant deferral / active EE | $3,020 | $4,682-35.5% | $4,082-26.0% | $5,609-46.2% |
| Admin fee / account holder | $904 | $6,674-86.5% | $5,478-83.5% | $10,829-91.7% |