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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 | $89,557 | $100,792-11.1% | $86,691+3.3% | $134,509-33.4% |
| Participation rate | 45.8% | 78.9%-33.1pp | 76.6%-30.8pp | 81.2%-35.4pp |
| Annual return | -16.78% | 29.08%-45.9pp | 35.94%-52.7pp | 418.13%-434.9pp |
| Employer contribution / active EE | $656 | $3,491-81.2% | $2,837-76.9% | $4,741-86.2% |
| Participant deferral / active EE | $3,012 | $5,339-43.6% | $4,656-35.3% | $6,400-52.9% |
| Admin fee / account holder | $12,693 | $10,924+16.2% | $7,492+69.4% | $11,427+11.1% |