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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 | $105,550 | $105,861-0.3% | $90,756+16.3% | $134,509-21.5% |
| Participation rate | 61.1% | 78.2%-17.1pp | 75.7%-14.6pp | 81.2%-20.1pp |
| Annual return | -14.38% | -10.99%-3.4pp | -12.16%-2.2pp | 418.13%-432.5pp |
| Employer contribution / active EE | $336 | $3,463-90.3% | $2,922-88.5% | $4,741-92.9% |
| Participant deferral / active EE | $2,037 | $5,217-61.0% | $4,565-55.4% | $6,400-68.2% |
| Admin fee / account holder | $19,897 | $13,938+42.8% | $8,445+135.6% | $11,427+74.1% |