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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 | $59,807 | $133,981-55.4% | $112,249-46.7% | $134,532-55.5% |
| Participation rate | 60.9% | 78.6%-17.7pp | 75.1%-14.2pp | 81.2%-20.4pp |
| Annual return | -18.71% | 47.16%-65.9pp | 27.48%-46.2pp | 418.27%-437.0pp |
| Employer contribution / active EE | $327 | $4,040-91.9% | $3,636-91.0% | $4,741-93.1% |
| Participant deferral / active EE | $5,248 | $5,292-0.8% | $4,729+11.0% | $6,401-18.0% |
| Admin fee / account holder | $4,899 | $7,492-34.6% | $6,412-23.6% | $11,429-57.1% |