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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 | $51,056 | $95,979-46.8% | $74,551-31.5% | $135,380-62.3% |
| Participation rate | 54.5% | 75.7%-21.1pp | 69.1%-14.6pp | 82.6%-28.1pp |
| Annual return | -4.29% | 56.97%-61.3pp | 32.53%-36.8pp | 519.81%-524.1pp |
| Employer contribution / active EE | $168 | $2,716-93.8% | $1,961-91.4% | $4,779-96.5% |
| Participant deferral / active EE | $2,869 | $3,844-25.4% | $3,108-7.7% | $5,609-48.9% |
| Admin fee / account holder | $385 | $6,522-94.1% | $5,059-92.4% | $10,828-96.4% |