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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 | $73,091 | $100,792-27.5% | $86,691-15.7% | $134,509-45.7% |
| Participation rate | 62.5% | 78.9%-16.4pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -18.95% | 29.08%-48.0pp | 35.94%-54.9pp | 418.13%-437.1pp |
| Employer contribution / active EE | $447 | $3,491-87.2% | $2,837-84.3% | $4,741-90.6% |
| Participant deferral / active EE | $2,181 | $5,339-59.1% | $4,656-53.2% | $6,400-65.9% |
| Admin fee / account holder | $4,988 | $10,924-54.3% | $7,492-33.4% | $11,427-56.3% |