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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 | $64,691 | $68,996-6.2% | $159,991-59.6% | $68,495-5.6% |
| Participation rate | 47.7% | 65.4%-17.7pp | 78.0%-30.2pp | 67.9%-20.2pp |
| Annual return | -16.99% | -9.65%-7.3pp | 408.82%-425.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $211 | $2,212-90.5% | $4,225-95.0% | $2,596-91.9% |
| Participant deferral / active EE | $2,503 | $4,211-40.6% | $6,183-59.5% | $4,028-37.9% |
| Admin fee / account holder | $3,056 | $4,797-36.3% | $8,715-64.9% | $5,403-43.4% |