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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 | $64,222 | $82,674-22.3% | $125,381-48.8% | $68,486-6.2% |
| Participation rate | 67.9% | 75.1%-7.2pp | 82.4%-14.5pp | 67.9%0pp |
| Annual return | -16.75% | -5.97%-10.8pp | 572.31%-589.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $499 | $3,382-85.2% | $4,815-89.6% | $2,597-80.8% |
| Participant deferral / active EE | $5,258 | $6,111-14.0% | $7,448-29.4% | $4,028+30.5% |
| Admin fee / account holder | $1,583 | $6,277-74.8% | $10,007-84.2% | $5,404-70.7% |