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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 | $58,332 | $82,674-29.4% | $125,363-53.5% | $68,495-14.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -16.60% | -5.97%-10.6pp | 572.15%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $371 | $3,382-89.0% | $4,815-92.3% | $2,596-85.7% |
| Participant deferral / active EE | $3,546 | $6,111-42.0% | $7,447-52.4% | $4,028-12.0% |
| Admin fee / account holder | $6,934 | $6,276+10.5% | $10,005-30.7% | $5,403+28.3% |