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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 | $186,812 | $133,981+39.4% | $112,249+66.4% | $134,532+38.9% |
| Participation rate | 28.6% | 78.6%-50.0pp | 75.1%-46.5pp | 81.2%-52.7pp |
| Annual return | -11.76% | 47.16%-58.9pp | 27.48%-39.2pp | 418.27%-430.0pp |
| Employer contribution / active EE | $786 | $4,040-80.6% | $3,636-78.4% | $4,741-83.4% |
| Participant deferral / active EE | $2,946 | $5,292-44.3% | $4,729-37.7% | $6,401-54.0% |
| Admin fee / account holder | $1,901 | $7,492-74.6% | $6,412-70.4% | $11,429-83.4% |