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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 | $101,960 | $190,879-46.6% | $160,009-36.3% | $134,532-24.2% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.0%-38.0pp | 81.2%-41.2pp |
| Annual return | -16.25% | 552.63%-568.9pp | 408.85%-425.1pp | 418.27%-434.5pp |
| Employer contribution / active EE | $512 | $4,995-89.7% | $4,225-87.9% | $4,741-89.2% |
| Participant deferral / active EE | $3,793 | $6,924-45.2% | $6,183-38.7% | $6,401-40.7% |
| Admin fee / account holder | $9,005 | $10,495-14.2% | $8,715+3.3% | $11,429-21.2% |