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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 | $86,986 | $129,959-33.1% | $104,301-16.6% | $134,532-35.3% |
| Participation rate | 33.3% | 79.5%-46.2pp | 73.3%-39.9pp | 81.2%-47.9pp |
| Annual return | -17.58% | 42.04%-59.6pp | 24.61%-42.2pp | 418.27%-435.8pp |
| Employer contribution / active EE | $704 | $4,185-83.2% | $3,373-79.1% | $4,741-85.2% |
| Participant deferral / active EE | $2,990 | $5,589-46.5% | $4,626-35.4% | $6,401-53.3% |
| Admin fee / account holder | $1,829 | $9,325-80.4% | $7,340-75.1% | $11,429-84.0% |