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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 | $56,525 | $105,861-46.6% | $90,756-37.7% | $134,509-58.0% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -17.63% | -10.99%-6.6pp | -12.16%-5.5pp | 418.13%-435.8pp |
| Employer contribution / active EE | $633 | $3,463-81.7% | $2,922-78.3% | $4,741-86.6% |
| Participant deferral / active EE | $3,552 | $5,217-31.9% | $4,565-22.2% | $6,400-44.5% |
| Admin fee / account holder | $10,020 | $13,938-28.1% | $8,445+18.6% | $11,427-12.3% |