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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 | $89,392 | $138,075-35.3% | $123,552-27.6% | $135,379-34.0% |
| Participation rate | 16.7% | 84.7%-68.1pp | 82.3%-65.6pp | 82.6%-66.0pp |
| Annual return | -8.87% | 153.70%-162.6pp | 119.20%-128.1pp | 519.79%-528.7pp |
| Employer contribution / active EE | $533 | $5,152-89.6% | $4,628-88.5% | $4,779-88.8% |
| Participant deferral / active EE | $3,000 | $6,800-55.9% | $6,426-53.3% | $5,609-46.5% |
| Admin fee / account holder | $1,511 | $10,917-86.2% | $9,285-83.7% | $10,828-86.0% |