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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 | $79,892 | $91,536-12.7% | $130,062-38.6% | $75,177+6.3% |
| Participation rate | 58.8% | 71.5%-12.7pp | 78.5%-19.7pp | 67.2%-8.4pp |
| Annual return | 15.47% | -631.62%+647.1pp | -137.37%+152.8pp | 160.75%-145.3pp |
| Employer contribution / active EE | $339 | $2,845-88.1% | $4,322-92.1% | $2,671-87.3% |
| Participant deferral / active EE | $2,406 | $4,343-44.6% | $5,821-58.7% | $4,126-41.7% |
| Admin fee / account holder | $4,085 | $6,780-39.7% | $10,601-61.5% | $5,651-27.7% |