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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 | $86,131 | $134,001-35.7% | $112,258-23.3% | $134,509-36.0% |
| Participation rate | 35.7% | 78.6%-42.8pp | 75.1%-39.3pp | 81.2%-45.5pp |
| Annual return | -17.63% | 47.15%-64.8pp | 27.47%-45.1pp | 418.13%-435.8pp |
| Employer contribution / active EE | $205 | $4,039-94.9% | $3,636-94.3% | $4,741-95.7% |
| Participant deferral / active EE | $1,953 | $5,291-63.1% | $4,728-58.7% | $6,400-69.5% |
| Admin fee / account holder | $1,561 | $7,491-79.2% | $6,411-75.6% | $11,427-86.3% |