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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 | $65,728 | $92,743-29.1% | $82,744-20.6% | $134,532-51.1% |
| Participation rate | 64.7% | 75.2%-10.5pp | 72.6%-7.9pp | 81.2%-16.5pp |
| Annual return | -15.59% | 946.63%-962.2pp | 702.22%-717.8pp | 418.27%-433.9pp |
| Employer contribution / active EE | $310 | $3,273-90.5% | $3,008-89.7% | $4,741-93.5% |
| Participant deferral / active EE | $3,100 | $4,802-35.4% | $4,395-29.5% | $6,401-51.6% |
| Admin fee / account holder | $1,632 | $5,977-72.7% | $5,325-69.3% | $11,429-85.7% |