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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 | $53,879 | $133,998-59.8% | $112,263-52.0% | $134,545-60.0% |
| Participation rate | 30.0% | 78.6%-48.6pp | 75.1%-45.1pp | 81.2%-51.2pp |
| Annual return | -4.51% | 47.17%-51.7pp | 27.49%-32.0pp | 418.37%-422.9pp |
| Employer contribution / active EE | $560 | $4,040-86.1% | $3,636-84.6% | $4,742-88.2% |
| Participant deferral / active EE | $2,361 | $5,292-55.4% | $4,729-50.1% | $6,401-63.1% |
| Admin fee / account holder | $2,402 | $7,493-67.9% | $6,410-62.5% | $11,431-79.0% |