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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 | $172,204 | $95,979+79.4% | $74,551+131.0% | $135,380+27.2% |
| Participation rate | 33.3% | 75.7%-42.3pp | 69.1%-35.8pp | 82.6%-49.3pp |
| Annual return | -4.38% | 56.97%-61.3pp | 32.53%-36.9pp | 519.81%-524.2pp |
| Employer contribution / active EE | $267 | $2,716-90.2% | $1,961-86.4% | $4,779-94.4% |
| Participant deferral / active EE | $1,999 | $3,844-48.0% | $3,108-35.7% | $5,609-64.4% |
| Admin fee / account holder | $1,220 | $6,522-81.3% | $5,059-75.9% | $10,828-88.7% |