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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 | $60,635 | $142,392-57.4% | $119,622-49.3% | $134,532-54.9% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.3%-16.8pp | 81.2%-18.7pp |
| Annual return | -17.20% | -12.46%-4.7pp | -14.98%-2.2pp | 418.27%-435.5pp |
| Employer contribution / active EE | $938 | $5,224-82.1% | $4,232-77.8% | $4,741-80.2% |
| Participant deferral / active EE | $3,895 | $6,467-39.8% | $5,601-30.4% | $6,401-39.1% |
| Admin fee / account holder | $4,063 | $13,593-70.1% | $10,328-60.7% | $11,429-64.4% |