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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 | $108,813 | $105,867+2.8% | $90,760+19.9% | $134,532-19.1% |
| Participation rate | 53.8% | 78.3%-24.4pp | 75.7%-21.8pp | 81.2%-27.4pp |
| Annual return | -16.53% | -10.99%-5.5pp | -12.16%-4.4pp | 418.27%-434.8pp |
| Employer contribution / active EE | $587 | $3,464-83.1% | $2,922-79.9% | $4,741-87.6% |
| Participant deferral / active EE | $1,598 | $5,217-69.4% | $4,565-65.0% | $6,401-75.0% |
| Admin fee / account holder | $33,286 | $13,936+138.9% | $8,444+294.2% | $11,429+191.3% |