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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 | $53,008 | $92,219-42.5% | $76,768-31.0% | $135,379-60.8% |
| Participation rate | 40.0% | 79.8%-39.8pp | 77.0%-37.0pp | 82.6%-42.6pp |
| Annual return | -4.66% | 5.46%-10.1pp | 2.43%-7.1pp | 519.79%-524.4pp |
| Employer contribution / active EE | $473 | $3,216-85.3% | $2,485-81.0% | $4,779-90.1% |
| Participant deferral / active EE | $5,672 | $4,508+25.8% | $3,852+47.3% | $5,609+1.1% |
| Admin fee / account holder | $22,576 | $10,749+110.0% | $6,675+238.2% | $10,828+108.5% |