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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 | $77,261 | $100,805-23.4% | $86,698-10.9% | $134,532-42.6% |
| Participation rate | 60.0% | 79.0%-19.0pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -17.61% | 29.09%-46.7pp | 35.95%-53.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $603 | $3,490-82.7% | $2,837-78.8% | $4,741-87.3% |
| Participant deferral / active EE | $6,423 | $5,339+20.3% | $4,656+38.0% | $6,401+0.3% |
| Admin fee / account holder | $6,134 | $10,925-43.9% | $7,493-18.1% | $11,429-46.3% |