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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 | $79,432 | $131,835-39.7% | $108,582-26.8% | $273,972-71.0% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 5.14% | -91.57%+96.7pp | -51.70%+56.8pp | 41.46%-36.3pp |
| Employer contribution / active EE | $399 | $4,913-91.9% | $3,758-89.4% | $4,869-91.8% |
| Participant deferral / active EE | $3,682 | $5,127-28.2% | $4,311-14.6% | $5,287-30.4% |
| Admin fee / account holder | $16,429 | $10,253+60.2% | $7,645+114.9% | $10,133+62.1% |