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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 | $184,140 | $133,981+37.4% | $112,249+64.0% | $134,532+36.9% |
| Participation rate | 12.5% | 78.6%-66.1pp | 75.1%-62.6pp | 81.2%-68.7pp |
| Annual return | -19.99% | 47.16%-67.2pp | 27.48%-47.5pp | 418.27%-438.3pp |
| Employer contribution / active EE | $410 | $4,040-89.9% | $3,636-88.7% | $4,741-91.4% |
| Participant deferral / active EE | $2,563 | $5,292-51.6% | $4,729-45.8% | $6,401-60.0% |
| Admin fee / account holder | $1,451 | $7,492-80.6% | $6,412-77.4% | $11,429-87.3% |