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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 | $102,509 | $133,998-23.5% | $112,263-8.7% | $134,545-23.8% |
| Participation rate | 27.3% | 78.6%-51.3pp | 75.1%-47.8pp | 81.2%-54.0pp |
| Annual return | -8.75% | 47.17%-55.9pp | 27.49%-36.2pp | 418.37%-427.1pp |
| Employer contribution / active EE | $757 | $4,040-81.3% | $3,636-79.2% | $4,742-84.0% |
| Participant deferral / active EE | $1,904 | $5,292-64.0% | $4,729-59.7% | $6,401-70.3% |
| Admin fee / account holder | $3,504 | $7,493-53.2% | $6,410-45.3% | $11,431-69.3% |