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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 | $166,203 | $133,981+24.0% | $112,249+48.1% | $134,532+23.5% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -14.24% | 47.16%-61.4pp | 27.48%-41.7pp | 418.27%-432.5pp |
| Employer contribution / active EE | $717 | $4,040-82.3% | $3,636-80.3% | $4,741-84.9% |
| Participant deferral / active EE | $5,628 | $5,292+6.4% | $4,729+19.0% | $6,401-12.1% |
| Admin fee / account holder | $12,454 | $7,492+66.2% | $6,412+94.2% | $11,429+9.0% |