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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 | $82,324-16.5% | $68,803-0.1% | $134,545-48.9% |
| Participation rate | 41.7% | 75.1%-33.4pp | 69.0%-27.4pp | 81.2%-39.6pp |
| Annual return | -17.53% | -2.17%-15.4pp | -6.37%-11.2pp | 418.37%-435.9pp |
| Employer contribution / active EE | $408 | $3,302-87.6% | $2,656-84.6% | $4,742-91.4% |
| Participant deferral / active EE | $2,272 | $4,740-52.1% | $3,942-42.4% | $6,401-64.5% |
| Admin fee / account holder | $25,979 | $6,485+300.6% | $4,936+426.3% | $11,431+127.3% |