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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 | $61,839 | $134,001-53.9% | $112,258-44.9% | $134,509-54.0% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.1%-55.1pp | 81.2%-61.2pp |
| Annual return | -18.87% | 47.15%-66.0pp | 27.47%-46.3pp | 418.13%-437.0pp |
| Employer contribution / active EE | $230 | $4,039-94.3% | $3,636-93.7% | $4,741-95.1% |
| Participant deferral / active EE | $2,194 | $5,291-58.5% | $4,728-53.6% | $6,400-65.7% |
| Admin fee / account holder | $319 | $7,491-95.7% | $6,411-95.0% | $11,427-97.2% |