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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 | $58,285 | $105,861-44.9% | $90,756-35.8% | $134,509-56.7% |
| Participation rate | 33.3% | 78.2%-44.9pp | 75.7%-42.4pp | 81.2%-47.9pp |
| Annual return | -19.08% | -10.99%-8.1pp | -12.16%-6.9pp | 418.13%-437.2pp |
| Employer contribution / active EE | $493 | $3,463-85.8% | $2,922-83.1% | $4,741-89.6% |
| Participant deferral / active EE | $6,667 | $5,217+27.8% | $4,565+46.0% | $6,400+4.2% |
| Admin fee / account holder | $1,085 | $13,938-92.2% | $8,445-87.2% | $11,427-90.5% |