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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 | $64,889 | $95,975-32.4% | $74,549-13.0% | $135,379-52.1% |
| Participation rate | 42.1% | 75.7%-33.5pp | 69.1%-27.0pp | 82.6%-40.5pp |
| Annual return | -7.69% | 56.96%-64.7pp | 32.53%-40.2pp | 519.79%-527.5pp |
| Employer contribution / active EE | $180 | $2,716-93.4% | $1,961-90.8% | $4,779-96.2% |
| Participant deferral / active EE | $1,535 | $3,844-60.1% | $3,108-50.6% | $5,609-72.6% |
| Admin fee / account holder | $1,491 | $6,522-77.1% | $5,059-70.5% | $10,828-86.2% |