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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 | $76,880 | $90,590-15.1% | $90,782-15.3% | $135,380-43.2% |
| Participation rate | 53.3% | 83.7%-30.4pp | 82.7%-29.3pp | 82.6%-29.3pp |
| Annual return | -4.66% | -3.40%-1.3pp | -3.42%-1.2pp | 519.81%-524.5pp |
| Employer contribution / active EE | $123 | $4,352-97.2% | $4,105-97.0% | $4,779-97.4% |
| Participant deferral / active EE | $3,248 | $5,407-39.9% | $5,366-39.5% | $5,609-42.1% |
| Admin fee / account holder | $11,625 | $7,683+51.3% | $5,908+96.8% | $10,828+7.4% |