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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 | $53,474 | $95,975-44.3% | $74,549-28.3% | $135,379-60.5% |
| Participation rate | 41.7% | 75.7%-34.0pp | 69.1%-27.5pp | 82.6%-41.0pp |
| Annual return | -6.38% | 56.96%-63.3pp | 32.53%-38.9pp | 519.79%-526.2pp |
| Employer contribution / active EE | $113 | $2,716-95.9% | $1,961-94.3% | $4,779-97.6% |
| Participant deferral / active EE | $3,054 | $3,844-20.5% | $3,108-1.7% | $5,609-45.6% |
| Admin fee / account holder | $1,651 | $6,522-74.7% | $5,059-67.4% | $10,828-84.8% |