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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 | $55,589 | $72,404-23.2% | $110,243-49.6% | $64,173-13.4% |
| Participation rate | 23.1% | 73.3%-50.3pp | 79.8%-56.7pp | 69.6%-46.5pp |
| Annual return | -1.34% | -6.29%+4.9pp | 314.76%-316.1pp | 7.63%-9.0pp |
| Employer contribution / active EE | $477 | $2,282-79.1% | $3,827-87.5% | $2,381-80.0% |
| Participant deferral / active EE | $2,706 | $3,469-22.0% | $4,672-42.1% | $3,470-22.0% |
| Admin fee / account holder | $13,290 | $5,664+134.6% | $8,548+55.5% | $4,887+171.9% |