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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 | $79,893 | $142,392-43.9% | $119,622-33.2% | $134,532-40.6% |
| Participation rate | 52.9% | 82.8%-29.9pp | 79.3%-26.3pp | 81.2%-28.3pp |
| Annual return | -18.80% | -12.46%-6.3pp | -14.98%-3.8pp | 418.27%-437.1pp |
| Employer contribution / active EE | $946 | $5,224-81.9% | $4,232-77.6% | $4,741-80.0% |
| Participant deferral / active EE | $3,093 | $6,467-52.2% | $5,601-44.8% | $6,401-51.7% |
| Admin fee / account holder | $427 | $13,593-96.9% | $10,328-95.9% | $11,429-96.3% |