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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 | $64,602 | $100,811-35.9% | $86,698-25.5% | $134,545-52.0% |
| Participation rate | 68.8% | 79.0%-10.2pp | 76.6%-7.8pp | 81.2%-12.5pp |
| Annual return | -5.58% | 29.11%-34.7pp | 35.96%-41.5pp | 418.37%-423.9pp |
| Employer contribution / active EE | $476 | $3,490-86.4% | $2,837-83.2% | $4,742-90.0% |
| Participant deferral / active EE | $1,904 | $5,339-64.3% | $4,656-59.1% | $6,401-70.3% |
| Admin fee / account holder | $39,505 | $10,926+261.6% | $7,492+427.3% | $11,431+245.6% |