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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 | $55,290 | $100,805-45.2% | $86,698-36.2% | $134,532-58.9% |
| Participation rate | 63.6% | 79.0%-15.3pp | 76.6%-13.0pp | 81.2%-17.6pp |
| Annual return | -15.69% | 29.09%-44.8pp | 35.95%-51.6pp | 418.27%-434.0pp |
| Employer contribution / active EE | $545 | $3,490-84.4% | $2,837-80.8% | $4,741-88.5% |
| Participant deferral / active EE | $2,685 | $5,339-49.7% | $4,656-42.3% | $6,401-58.1% |
| Admin fee / account holder | $24,518 | $10,925+124.4% | $7,493+227.2% | $11,429+114.5% |