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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 | $54,947 | $95,917-42.7% | $79,583-31.0% | $134,545-59.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -18.60% | -2.70%-15.9pp | 0.16%-18.8pp | 418.37%-437.0pp |
| Employer contribution / active EE | $493 | $3,129-84.2% | $2,414-79.6% | $4,742-89.6% |
| Participant deferral / active EE | $2,297 | $4,694-51.1% | $3,986-42.4% | $6,401-64.1% |
| Admin fee / account holder | $676 | $9,132-92.6% | $6,835-90.1% | $11,431-94.1% |