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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 | $77,021 | $142,409-45.9% | $119,634-35.6% | $134,545-42.8% |
| Participation rate | 68.2% | 82.8%-14.6pp | 79.3%-11.1pp | 81.2%-13.1pp |
| Annual return | -13.16% | -12.46%-0.7pp | -14.98%+1.8pp | 418.37%-431.5pp |
| Employer contribution / active EE | $402 | $5,224-92.3% | $4,232-90.5% | $4,742-91.5% |
| Participant deferral / active EE | $2,351 | $6,468-63.7% | $5,601-58.0% | $6,401-63.3% |
| Admin fee / account holder | $13,875 | $13,594+2.1% | $10,329+34.3% | $11,431+21.4% |