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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 | $87,580 | $95,895-8.7% | $79,576+10.1% | $134,509-34.9% |
| Participation rate | 47.4% | 75.0%-27.7pp | 69.5%-22.1pp | 81.2%-33.9pp |
| Annual return | -18.37% | -2.72%-15.7pp | 0.15%-18.5pp | 418.13%-436.5pp |
| Employer contribution / active EE | $503 | $3,128-83.9% | $2,413-79.2% | $4,741-89.4% |
| Participant deferral / active EE | $2,367 | $4,693-49.6% | $3,985-40.6% | $6,400-63.0% |
| Admin fee / account holder | $3,951 | $9,129-56.7% | $6,834-42.2% | $11,427-65.4% |