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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 | $75,806 | $133,998-43.4% | $112,263-32.5% | $134,545-43.7% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.1%-55.1pp | 81.2%-61.2pp |
| Annual return | -10.36% | 47.17%-57.5pp | 27.49%-37.9pp | 418.37%-428.7pp |
| Employer contribution / active EE | $416 | $4,040-89.7% | $3,636-88.6% | $4,742-91.2% |
| Participant deferral / active EE | $3,006 | $5,292-43.2% | $4,729-36.4% | $6,401-53.0% |
| Admin fee / account holder | $19,316 | $7,493+157.8% | $6,410+201.3% | $11,431+69.0% |