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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 | $192,170 | $133,981+43.4% | $112,249+71.2% | $134,532+42.8% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -20.32% | 47.16%-67.5pp | 27.48%-47.8pp | 418.27%-438.6pp |
| Employer contribution / active EE | $602 | $4,040-85.1% | $3,636-83.4% | $4,741-87.3% |
| Participant deferral / active EE | $3,538 | $5,292-33.1% | $4,729-25.2% | $6,401-44.7% |
| Admin fee / account holder | $9,825 | $7,492+31.1% | $6,412+53.2% | $11,429-14.0% |