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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 | $80,306 | $92,219-12.9% | $76,767+4.6% | $135,380-40.7% |
| Participation rate | 64.3% | 79.8%-15.5pp | 77.0%-12.7pp | 82.6%-18.4pp |
| Annual return | -6.82% | 5.46%-12.3pp | 2.43%-9.2pp | 519.81%-526.6pp |
| Employer contribution / active EE | $205 | $3,216-93.6% | $2,485-91.7% | $4,779-95.7% |
| Participant deferral / active EE | $2,054 | $4,508-54.4% | $3,852-46.7% | $5,609-63.4% |
| Admin fee / account holder | $371 | $10,749-96.5% | $6,675-94.4% | $10,828-96.6% |