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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 | $83,120 | $105,861-21.5% | $90,756-8.4% | $134,509-38.2% |
| Participation rate | 56.3% | 78.2%-22.0pp | 75.7%-19.4pp | 81.2%-25.0pp |
| Annual return | -18.12% | -10.99%-7.1pp | -12.16%-6.0pp | 418.13%-436.3pp |
| Employer contribution / active EE | $373 | $3,463-89.2% | $2,922-87.2% | $4,741-92.1% |
| Participant deferral / active EE | $2,700 | $5,217-48.2% | $4,565-40.8% | $6,400-57.8% |
| Admin fee / account holder | $3,640 | $13,938-73.9% | $8,445-56.9% | $11,427-68.1% |