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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 | $73,879 | $100,805-26.7% | $86,698-14.8% | $134,532-45.1% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -16.14% | 29.09%-45.2pp | 35.95%-52.1pp | 418.27%-434.4pp |
| Employer contribution / active EE | $351 | $3,490-90.0% | $2,837-87.6% | $4,741-92.6% |
| Participant deferral / active EE | $4,254 | $5,339-20.3% | $4,656-8.6% | $6,401-33.5% |
| Admin fee / account holder | $1,385 | $10,925-87.3% | $7,493-81.5% | $11,429-87.9% |