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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 | $31,364 | $133,983-76.6% | $112,244-72.1% | $134,493-76.7% |
| Participation rate | 54.2% | 78.6%-24.4pp | 75.1%-20.9pp | 81.2%-27.1pp |
| Annual return | -16.03% | 47.13%-63.2pp | 27.46%-43.5pp | 418.01%-434.0pp |
| Employer contribution / active EE | $649 | $4,039-83.9% | $3,635-82.1% | $4,740-86.3% |
| Participant deferral / active EE | $3,053 | $5,291-42.3% | $4,728-35.4% | $6,400-52.3% |
| Admin fee / account holder | $15,659 | $7,490+109.1% | $6,411+144.3% | $11,425+37.1% |