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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 | $68,350 | $100,792-32.2% | $86,691-21.2% | $134,509-49.2% |
| Participation rate | 53.8% | 78.9%-25.1pp | 76.6%-22.7pp | 81.2%-27.4pp |
| Annual return | -16.99% | 29.08%-46.1pp | 35.94%-52.9pp | 418.13%-435.1pp |
| Employer contribution / active EE | $244 | $3,491-93.0% | $2,837-91.4% | $4,741-94.9% |
| Participant deferral / active EE | $3,673 | $5,339-31.2% | $4,656-21.1% | $6,400-42.6% |
| Admin fee / account holder | $5,496 | $10,924-49.7% | $7,492-26.6% | $11,427-51.9% |