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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 | $59,827 | $100,811-40.7% | $86,698-31.0% | $134,545-55.5% |
| Participation rate | 33.3% | 79.0%-45.6pp | 76.6%-43.3pp | 81.2%-47.9pp |
| Annual return | -12.66% | 29.11%-41.8pp | 35.96%-48.6pp | 418.37%-431.0pp |
| Employer contribution / active EE | $741 | $3,490-78.8% | $2,837-73.9% | $4,742-84.4% |
| Participant deferral / active EE | $2,186 | $5,339-59.1% | $4,656-53.1% | $6,401-65.9% |
| Admin fee / account holder | $13,975 | $10,926+27.9% | $7,492+86.5% | $11,431+22.3% |