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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 | $40,192 | $93,124-56.8% | $77,100-47.9% | $134,545-70.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -16.84% | 62.68%-79.5pp | 42.35%-59.2pp | 418.37%-435.2pp |
| Employer contribution / active EE | $166 | $3,421-95.2% | $2,815-94.1% | $4,742-96.5% |
| Participant deferral / active EE | $3,017 | $5,242-42.5% | $4,430-31.9% | $6,401-52.9% |
| Admin fee / account holder | $668 | $6,970-90.4% | $5,443-87.7% | $11,431-94.2% |