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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 | $98,142 | $82,674+18.7% | $125,381-21.7% | $68,486+43.3% |
| Participation rate | 45.5% | 75.1%-29.6pp | 82.4%-36.9pp | 67.9%-22.4pp |
| Annual return | -15.72% | -5.97%-9.8pp | 572.31%-588.0pp | -7.85%-7.9pp |
| Employer contribution / active EE | $299 | $3,382-91.2% | $4,815-93.8% | $2,597-88.5% |
| Participant deferral / active EE | $5,090 | $6,111-16.7% | $7,448-31.7% | $4,028+26.4% |
| Admin fee / account holder | $39,179 | $6,277+524.2% | $10,007+291.5% | $5,404+625.0% |