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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 | $97,079 | $133,981-27.5% | $112,249-13.5% | $134,532-27.8% |
| Participation rate | 26.7% | 78.6%-51.9pp | 75.1%-48.4pp | 81.2%-54.6pp |
| Annual return | -6.83% | 47.16%-54.0pp | 27.48%-34.3pp | 418.27%-425.1pp |
| Employer contribution / active EE | $763 | $4,040-81.1% | $3,636-79.0% | $4,741-83.9% |
| Participant deferral / active EE | $2,282 | $5,292-56.9% | $4,729-51.8% | $6,401-64.4% |
| Admin fee / account holder | $2,731 | $7,492-63.5% | $6,412-57.4% | $11,429-76.1% |