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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 | $77,645 | $95,975-19.1% | $74,552+4.1% | $135,377-42.6% |
| Participation rate | 33.3% | 75.6%-42.3pp | 69.1%-35.8pp | 82.6%-49.3pp |
| Annual return | -5.70% | 56.96%-62.7pp | 32.53%-38.2pp | 519.75%-525.4pp |
| Employer contribution / active EE | $272 | $2,716-90.0% | $1,961-86.1% | $4,779-94.3% |
| Participant deferral / active EE | $6,167 | $3,843+60.4% | $3,108+98.4% | $5,609+9.9% |
| Admin fee / account holder | $638 | $6,522-90.2% | $5,060-87.4% | $10,828-94.1% |