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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 | $76,889 | $100,792-23.7% | $86,691-11.3% | $134,509-42.8% |
| Participation rate | 68.8% | 78.9%-10.2pp | 76.6%-7.8pp | 81.2%-12.5pp |
| Annual return | -10.00% | 29.08%-39.1pp | 35.94%-45.9pp | 418.13%-428.1pp |
| Employer contribution / active EE | $404 | $3,491-88.4% | $2,837-85.8% | $4,741-91.5% |
| Participant deferral / active EE | $2,988 | $5,339-44.0% | $4,656-35.8% | $6,400-53.3% |
| Admin fee / account holder | $646 | $10,924-94.1% | $7,492-91.4% | $11,427-94.3% |