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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 | $92,606 | $91,537+1.2% | $130,045-28.8% | $75,173+23.2% |
| Participation rate | 65.9% | 71.5%-5.5pp | 78.5%-12.6pp | 67.2%-1.3pp |
| Annual return | 19.47% | -631.55%+651.0pp | -137.30%+156.8pp | 160.72%-141.2pp |
| Employer contribution / active EE | $431 | $2,845-84.8% | $4,321-90.0% | $2,671-83.8% |
| Participant deferral / active EE | $3,789 | $4,343-12.8% | $5,820-34.9% | $4,126-8.2% |
| Admin fee / account holder | $9,250 | $6,780+36.4% | $10,600-12.7% | $5,651+63.7% |