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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 | $58,883 | $95,895-38.6% | $79,576-26.0% | $134,509-56.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -19.25% | -2.72%-16.5pp | 0.15%-19.4pp | 418.13%-437.4pp |
| Employer contribution / active EE | $527 | $3,128-83.2% | $2,413-78.2% | $4,741-88.9% |
| Participant deferral / active EE | $1,307 | $4,693-72.1% | $3,985-67.2% | $6,400-79.6% |
| Admin fee / account holder | $10,395 | $9,129+13.9% | $6,834+52.1% | $11,427-9.0% |