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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 | $133,598 | $68,996+93.6% | $159,991-16.5% | $68,495+95.0% |
| Participation rate | 23.3% | 65.4%-42.1pp | 78.0%-54.6pp | 67.9%-44.6pp |
| Annual return | -17.86% | -9.65%-8.2pp | 408.82%-426.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $392 | $2,212-82.3% | $4,225-90.7% | $2,596-84.9% |
| Participant deferral / active EE | $1,446 | $4,211-65.7% | $6,183-76.6% | $4,028-64.1% |
| Admin fee / account holder | $396 | $4,797-91.7% | $8,715-95.5% | $5,403-92.7% |