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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 | $65,825 | $133,998-50.9% | $112,263-41.4% | $134,545-51.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -19.29% | 47.17%-66.5pp | 27.49%-46.8pp | 418.37%-437.7pp |
| Employer contribution / active EE | $741 | $4,040-81.7% | $3,636-79.6% | $4,742-84.4% |
| Participant deferral / active EE | $7,773 | $5,292+46.9% | $4,729+64.3% | $6,401+21.4% |
| Admin fee / account holder | $333 | $7,493-95.6% | $6,410-94.8% | $11,431-97.1% |