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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 | $55,013 | $95,895-42.6% | $79,576-30.9% | $134,509-59.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -15.90% | -2.72%-13.2pp | 0.15%-16.0pp | 418.13%-434.0pp |
| Employer contribution / active EE | $418 | $3,128-86.7% | $2,413-82.7% | $4,741-91.2% |
| Participant deferral / active EE | $2,903 | $4,693-38.1% | $3,985-27.2% | $6,400-54.6% |
| Admin fee / account holder | $17,184 | $9,129+88.2% | $6,834+151.5% | $11,427+50.4% |