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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 | $62,440 | $93,117-32.9% | $77,096-19.0% | $134,532-53.6% |
| Participation rate | 44.4% | 74.5%-30.1pp | 67.9%-23.5pp | 81.2%-36.8pp |
| Annual return | -15.45% | 62.67%-78.1pp | 42.35%-57.8pp | 418.27%-433.7pp |
| Employer contribution / active EE | $276 | $3,420-91.9% | $2,814-90.2% | $4,741-94.2% |
| Participant deferral / active EE | $1,726 | $5,241-67.1% | $4,429-61.0% | $6,401-73.0% |
| Admin fee / account holder | $4,268 | $6,948-38.6% | $5,428-21.4% | $11,429-62.7% |