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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 | $71,320 | $82,324-13.4% | $68,803+3.7% | $134,545-47.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -16.67% | -2.17%-14.5pp | -6.37%-10.3pp | 418.37%-435.0pp |
| Employer contribution / active EE | $363 | $3,302-89.0% | $2,656-86.3% | $4,742-92.3% |
| Participant deferral / active EE | $2,016 | $4,740-57.5% | $3,942-48.9% | $6,401-68.5% |
| Admin fee / account holder | $840 | $6,485-87.0% | $4,936-83.0% | $11,431-92.7% |