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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 | $60,481 | $92,766-34.8% | $82,763-26.9% | $134,545-55.0% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -14.12% | 946.97%-961.1pp | 702.45%-716.6pp | 418.37%-432.5pp |
| Employer contribution / active EE | $165 | $3,273-94.9% | $3,008-94.5% | $4,742-96.5% |
| Participant deferral / active EE | $2,167 | $4,802-54.9% | $4,395-50.7% | $6,401-66.2% |
| Admin fee / account holder | $3,676 | $5,978-38.5% | $5,325-31.0% | $11,431-67.8% |