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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 | $70,706 | $105,866-33.2% | $90,766-22.1% | $134,545-47.4% |
| Participation rate | 44.4% | 78.3%-33.8pp | 75.7%-31.3pp | 81.2%-36.8pp |
| Annual return | -18.25% | -10.99%-7.3pp | -12.16%-6.1pp | 418.37%-436.6pp |
| Employer contribution / active EE | $347 | $3,464-90.0% | $2,922-88.1% | $4,742-92.7% |
| Participant deferral / active EE | $2,371 | $5,217-54.6% | $4,565-48.1% | $6,401-63.0% |
| Admin fee / account holder | $2,195 | $13,938-84.3% | $8,446-74.0% | $11,431-80.8% |