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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 | $79,482 | $133,981-40.7% | $112,249-29.2% | $134,532-40.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -16.23% | 47.16%-63.4pp | 27.48%-43.7pp | 418.27%-434.5pp |
| Employer contribution / active EE | $235 | $4,040-94.2% | $3,636-93.5% | $4,741-95.0% |
| Participant deferral / active EE | $2,614 | $5,292-50.6% | $4,729-44.7% | $6,401-59.2% |
| Admin fee / account holder | $16,558 | $7,492+121.0% | $6,412+158.2% | $11,429+44.9% |