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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 | $70,581 | $142,392-50.4% | $119,622-41.0% | $134,532-47.5% |
| Participation rate | 56.5% | 82.8%-26.3pp | 79.3%-22.7pp | 81.2%-24.7pp |
| Annual return | -16.18% | -12.46%-3.7pp | -14.98%-1.2pp | 418.27%-434.5pp |
| Employer contribution / active EE | $669 | $5,224-87.2% | $4,232-84.2% | $4,741-85.9% |
| Participant deferral / active EE | $3,599 | $6,467-44.3% | $5,601-35.7% | $6,401-43.8% |
| Admin fee / account holder | $5,847 | $13,593-57.0% | $10,328-43.4% | $11,429-48.8% |