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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 | $75,478 | $100,792-25.1% | $86,691-12.9% | $134,509-43.9% |
| Participation rate | 56.3% | 78.9%-22.7pp | 76.6%-20.3pp | 81.2%-25.0pp |
| Annual return | -11.68% | 29.08%-40.8pp | 35.94%-47.6pp | 418.13%-429.8pp |
| Employer contribution / active EE | $57 | $3,491-98.4% | $2,837-98.0% | $4,741-98.8% |
| Participant deferral / active EE | $3,606 | $5,339-32.5% | $4,656-22.6% | $6,400-43.7% |
| Admin fee / account holder | $808 | $10,924-92.6% | $7,492-89.2% | $11,427-92.9% |