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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 | $91,777 | $97,761-6.1% | $83,850+9.5% | $135,382-32.2% |
| Participation rate | 45.5% | 80.0%-34.5pp | 76.1%-30.7pp | 82.6%-37.2pp |
| Annual return | -7.29% | 1287.44%-1294.7pp | 850.92%-858.2pp | 519.77%-527.1pp |
| Employer contribution / active EE | $421 | $4,222-90.0% | $3,631-88.4% | $4,779-91.2% |
| Participant deferral / active EE | $1,657 | $4,682-64.6% | $4,082-59.4% | $5,609-70.5% |
| Admin fee / account holder | $2,143 | $6,674-67.9% | $5,478-60.9% | $10,829-80.2% |