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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 | $58,150 | $95,895-39.4% | $79,576-26.9% | $134,509-56.8% |
| Participation rate | 56.5% | 75.0%-18.5pp | 69.5%-13.0pp | 81.2%-24.7pp |
| Annual return | -20.60% | -2.72%-17.9pp | 0.15%-20.7pp | 418.13%-438.7pp |
| Employer contribution / active EE | $365 | $3,128-88.3% | $2,413-84.9% | $4,741-92.3% |
| Participant deferral / active EE | $2,673 | $4,693-43.0% | $3,985-32.9% | $6,400-58.2% |
| Admin fee / account holder | $25,789 | $9,129+182.5% | $6,834+277.4% | $11,427+125.7% |