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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 | $68,425 | $197,819-65.4% | $155,789-56.1% | $125,388-45.4% |
| Participation rate | 55.6% | 82.1%-26.5pp | 76.1%-20.5pp | 83.2%-27.6pp |
| Annual return | -0.69% | 86.73%-87.4pp | 71.54%-72.2pp | 282.24%-282.9pp |
| Employer contribution / active EE | $198 | $4,850-95.9% | $3,839-94.9% | $4,866-95.9% |
| Participant deferral / active EE | $2,767 | $5,631-50.9% | $4,798-42.3% | $5,352-48.3% |
| Admin fee / account holder | $5,026 | $9,544-47.3% | $7,477-32.8% | $9,541-47.3% |