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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 | $60,713 | $133,981-54.7% | $112,249-45.9% | $134,532-54.9% |
| Participation rate | 52.9% | 78.6%-25.6pp | 75.1%-22.1pp | 81.2%-28.3pp |
| Annual return | -15.28% | 47.16%-62.4pp | 27.48%-42.8pp | 418.27%-433.5pp |
| Employer contribution / active EE | $770 | $4,040-80.9% | $3,636-78.8% | $4,741-83.8% |
| Participant deferral / active EE | $4,506 | $5,292-14.9% | $4,729-4.7% | $6,401-29.6% |
| Admin fee / account holder | $13,890 | $7,492+85.4% | $6,412+116.6% | $11,429+21.5% |