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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 | $155,773 | $68,996+125.8% | $159,991-2.6% | $68,495+127.4% |
| Participation rate | 33.3% | 65.4%-32.1pp | 78.0%-44.6pp | 67.9%-34.6pp |
| Annual return | -17.87% | -9.65%-8.2pp | 408.82%-426.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $188 | $2,212-91.5% | $4,225-95.6% | $2,596-92.8% |
| Participant deferral / active EE | $2,378 | $4,211-43.5% | $6,183-61.5% | $4,028-40.9% |
| Admin fee / account holder | $10,163 | $4,797+111.9% | $8,715+16.6% | $5,403+88.1% |