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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 | $76,590 | $133,981-42.8% | $112,249-31.8% | $134,532-43.1% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -15.00% | 47.16%-62.2pp | 27.48%-42.5pp | 418.27%-433.3pp |
| Employer contribution / active EE | $745 | $4,040-81.6% | $3,636-79.5% | $4,741-84.3% |
| Participant deferral / active EE | $3,035 | $5,292-42.6% | $4,729-35.8% | $6,401-52.6% |
| Admin fee / account holder | $6,087 | $7,492-18.8% | $6,412-5.1% | $11,429-46.7% |