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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 | $80,989 | $134,001-39.6% | $112,258-27.9% | $134,509-39.8% |
| Participation rate | 28.6% | 78.6%-50.0pp | 75.1%-46.5pp | 81.2%-52.7pp |
| Annual return | -15.63% | 47.15%-62.8pp | 27.47%-43.1pp | 418.13%-433.8pp |
| Employer contribution / active EE | $653 | $4,039-83.8% | $3,636-82.0% | $4,741-86.2% |
| Participant deferral / active EE | $2,649 | $5,291-49.9% | $4,728-44.0% | $6,400-58.6% |
| Admin fee / account holder | $5,921 | $7,491-21.0% | $6,411-7.7% | $11,427-48.2% |