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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 | $31,972 | $134,001-76.1% | $112,258-71.5% | $134,509-76.2% |
| Participation rate | 61.9% | 78.6%-16.7pp | 75.1%-13.2pp | 81.2%-19.3pp |
| Annual return | -9.74% | 47.15%-56.9pp | 27.47%-37.2pp | 418.13%-427.9pp |
| Employer contribution / active EE | $54 | $4,039-98.7% | $3,636-98.5% | $4,741-98.9% |
| Participant deferral / active EE | $6,537 | $5,291+23.5% | $4,728+38.3% | $6,400+2.1% |
| Admin fee / account holder | $6,346 | $7,491-15.3% | $6,411-1.0% | $11,427-44.5% |