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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 | $53,882 | $95,915-43.8% | $79,580-32.3% | $134,532-59.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -19.26% | -2.71%-16.5pp | 0.15%-19.4pp | 418.27%-437.5pp |
| Employer contribution / active EE | $436 | $3,129-86.1% | $2,413-81.9% | $4,741-90.8% |
| Participant deferral / active EE | $1,892 | $4,693-59.7% | $3,985-52.5% | $6,401-70.4% |
| Admin fee / account holder | $6,615 | $9,132-27.6% | $6,835-3.2% | $11,429-42.1% |