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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 | $67,571 | $129,959-48.0% | $104,301-35.2% | $134,532-49.8% |
| Participation rate | 30.0% | 79.5%-49.5pp | 73.3%-43.3pp | 81.2%-51.2pp |
| Annual return | -16.90% | 42.04%-58.9pp | 24.61%-41.5pp | 418.27%-435.2pp |
| Employer contribution / active EE | $615 | $4,185-85.3% | $3,373-81.8% | $4,741-87.0% |
| Participant deferral / active EE | $1,976 | $5,589-64.7% | $4,626-57.3% | $6,401-69.1% |
| Admin fee / account holder | $675 | $9,325-92.8% | $7,340-90.8% | $11,429-94.1% |