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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 | $67,631 | $95,917-29.5% | $79,583-15.0% | $134,545-49.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -17.06% | -2.70%-14.4pp | 0.16%-17.2pp | 418.37%-435.4pp |
| Employer contribution / active EE | $425 | $3,129-86.4% | $2,414-82.4% | $4,742-91.0% |
| Participant deferral / active EE | $10,705 | $4,694+128.0% | $3,986+168.6% | $6,401+67.2% |
| Admin fee / account holder | $947 | $9,132-89.6% | $6,835-86.1% | $11,431-91.7% |