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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 | $68,716 | $82,288-16.5% | $68,790-0.1% | $134,493-48.9% |
| Participation rate | 41.7% | 75.1%-33.4pp | 69.0%-27.4pp | 81.2%-39.6pp |
| Annual return | -17.53% | -2.19%-15.3pp | -6.38%-11.2pp | 418.01%-435.5pp |
| Employer contribution / active EE | $408 | $3,301-87.6% | $2,655-84.6% | $4,740-91.4% |
| Participant deferral / active EE | $2,272 | $4,738-52.1% | $3,941-42.4% | $6,400-64.5% |
| Admin fee / account holder | $25,979 | $6,482+300.8% | $4,934+426.5% | $11,425+127.4% |