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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 | $49,658 | $68,996-28.0% | $159,991-69.0% | $68,495-27.5% |
| Participation rate | 64.6% | 65.4%-0.8pp | 78.0%-13.4pp | 67.9%-3.3pp |
| Annual return | -16.82% | -9.65%-7.2pp | 408.82%-425.6pp | -7.84%-9.0pp |
| Employer contribution / active EE | $359 | $2,212-83.8% | $4,225-91.5% | $2,596-86.2% |
| Participant deferral / active EE | $2,793 | $4,211-33.7% | $6,183-54.8% | $4,028-30.6% |
| Admin fee / account holder | $2,057 | $4,797-57.1% | $8,715-76.4% | $5,403-61.9% |