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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 | $65,263 | $95,867-31.9% | $79,551-18.0% | $134,493-51.5% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.1pp | 81.2%-47.9pp |
| Annual return | -15.26% | -2.73%-12.5pp | 0.14%-15.4pp | 418.01%-433.3pp |
| Employer contribution / active EE | $278 | $3,128-91.1% | $2,413-88.5% | $4,740-94.1% |
| Participant deferral / active EE | $2,274 | $4,692-51.5% | $3,985-42.9% | $6,400-64.5% |
| Admin fee / account holder | $13,812 | $9,127+51.3% | $6,833+102.1% | $11,425+20.9% |