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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 | $114,003 | $55,449+105.6% | $83,831+36.0% | $56,289+102.5% |
| Participation rate | 38.3% | 68.0%-29.7pp | 76.1%-37.8pp | 69.9%-31.5pp |
| Annual return | -5.09% | -1.38%-3.7pp | 850.99%-856.1pp | -9.96%+4.9pp |
| Employer contribution / active EE | $349 | $2,430-85.7% | $3,631-90.4% | $2,111-83.5% |
| Participant deferral / active EE | $2,816 | $2,935-4.1% | $4,082-31.0% | $3,350-15.9% |
| Admin fee / account holder | $3,556 | $656+442.1% | $5,479-35.1% | $521+582.5% |