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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 | $66,335 | $131,835-49.7% | $108,582-38.9% | $273,972-75.8% |
| Participation rate | 64.3% | 83.5%-19.2pp | 79.6%-15.3pp | 83.0%-18.7pp |
| Annual return | 5.15% | -91.57%+96.7pp | -51.70%+56.8pp | 41.46%-36.3pp |
| Employer contribution / active EE | $360 | $4,913-92.7% | $3,758-90.4% | $4,869-92.6% |
| Participant deferral / active EE | $3,597 | $5,127-29.9% | $4,311-16.6% | $5,287-32.0% |
| Admin fee / account holder | $28,916 | $10,253+182.0% | $7,645+278.2% | $10,133+185.4% |