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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 | $65,278 | $167,352-61.0% | $143,788-54.6% | $134,509-51.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -14.49% | 0.47%-15.0pp | -0.03%-14.5pp | 418.13%-432.6pp |
| Employer contribution / active EE | $406 | $5,620-92.8% | $4,952-91.8% | $4,741-91.4% |
| Participant deferral / active EE | $3,156 | $6,447-51.1% | $5,638-44.0% | $6,400-50.7% |
| Admin fee / account holder | $3,400 | $18,091-81.2% | $14,675-76.8% | $11,427-70.2% |