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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 | $65,635 | $129,959-49.5% | $104,301-37.1% | $134,532-51.2% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -18.20% | 42.04%-60.2pp | 24.61%-42.8pp | 418.27%-436.5pp |
| Employer contribution / active EE | $369 | $4,185-91.2% | $3,373-89.1% | $4,741-92.2% |
| Participant deferral / active EE | $3,000 | $5,589-46.3% | $4,626-35.1% | $6,401-53.1% |
| Admin fee / account holder | $9,228 | $9,325-1.0% | $7,340+25.7% | $11,429-19.3% |