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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 | $50,716 | $133,981-62.1% | $112,249-54.8% | $134,532-62.3% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.1%-55.1pp | 81.2%-61.2pp |
| Annual return | -20.01% | 47.16%-67.2pp | 27.48%-47.5pp | 418.27%-438.3pp |
| Employer contribution / active EE | $395 | $4,040-90.2% | $3,636-89.1% | $4,741-91.7% |
| Participant deferral / active EE | $5,400 | $5,292+2.0% | $4,729+14.2% | $6,401-15.6% |
| Admin fee / account holder | $308 | $7,492-95.9% | $6,412-95.2% | $11,429-97.3% |