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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 | $69,320 | $133,998-48.3% | $112,263-38.3% | $134,545-48.5% |
| Participation rate | 30.0% | 78.6%-48.6pp | 75.1%-45.1pp | 81.2%-51.2pp |
| Annual return | -15.16% | 47.17%-62.3pp | 27.49%-42.6pp | 418.37%-433.5pp |
| Employer contribution / active EE | $742 | $4,040-81.6% | $3,636-79.6% | $4,742-84.3% |
| Participant deferral / active EE | $2,688 | $5,292-49.2% | $4,729-43.2% | $6,401-58.0% |
| Admin fee / account holder | $3,155 | $7,493-57.9% | $6,410-50.8% | $11,431-72.4% |