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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 | $103,722 | $133,998-22.6% | $112,263-7.6% | $134,545-22.9% |
| Participation rate | 47.8% | 78.6%-30.7pp | 75.1%-27.2pp | 81.2%-33.4pp |
| Annual return | -13.29% | 47.17%-60.5pp | 27.49%-40.8pp | 418.37%-431.7pp |
| Employer contribution / active EE | $412 | $4,040-89.8% | $3,636-88.7% | $4,742-91.3% |
| Participant deferral / active EE | $3,045 | $5,292-42.5% | $4,729-35.6% | $6,401-52.4% |
| Admin fee / account holder | $14,905 | $7,493+98.9% | $6,410+132.5% | $11,431+30.4% |