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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 | $85,061 | $95,895-11.3% | $79,576+6.9% | $134,509-36.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -16.81% | -2.72%-14.1pp | 0.15%-17.0pp | 418.13%-434.9pp |
| Employer contribution / active EE | $431 | $3,128-86.2% | $2,413-82.1% | $4,741-90.9% |
| Participant deferral / active EE | $2,497 | $4,693-46.8% | $3,985-37.3% | $6,400-61.0% |
| Admin fee / account holder | $1,015 | $9,129-88.9% | $6,834-85.2% | $11,427-91.1% |