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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 | $88,640 | $129,959-31.8% | $104,301-15.0% | $134,532-34.1% |
| Participation rate | 62.5% | 79.5%-17.0pp | 73.3%-10.8pp | 81.2%-18.7pp |
| Annual return | -16.51% | 42.04%-58.6pp | 24.61%-41.1pp | 418.27%-434.8pp |
| Employer contribution / active EE | $191 | $4,185-95.4% | $3,373-94.3% | $4,741-96.0% |
| Participant deferral / active EE | $4,783 | $5,589-14.4% | $4,626+3.4% | $6,401-25.3% |
| Admin fee / account holder | $10,587 | $9,325+13.5% | $7,340+44.2% | $11,429-7.4% |