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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 | $88,749 | $133,981-33.8% | $112,249-20.9% | $134,532-34.0% |
| Participation rate | 28.6% | 78.6%-50.0pp | 75.1%-46.5pp | 81.2%-52.7pp |
| Annual return | -12.78% | 47.16%-59.9pp | 27.48%-40.3pp | 418.27%-431.0pp |
| Employer contribution / active EE | $738 | $4,040-81.7% | $3,636-79.7% | $4,741-84.4% |
| Participant deferral / active EE | $2,886 | $5,292-45.5% | $4,729-39.0% | $6,401-54.9% |
| Admin fee / account holder | $707 | $7,492-90.6% | $6,412-89.0% | $11,429-93.8% |