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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 | $79,359 | $100,805-21.3% | $86,698-8.5% | $134,532-41.0% |
| Participation rate | 59.1% | 79.0%-19.9pp | 76.6%-17.5pp | 81.2%-22.1pp |
| Annual return | -9.82% | 29.09%-38.9pp | 35.95%-45.8pp | 418.27%-428.1pp |
| Employer contribution / active EE | $710 | $3,490-79.6% | $2,837-75.0% | $4,741-85.0% |
| Participant deferral / active EE | $2,738 | $5,339-48.7% | $4,656-41.2% | $6,401-57.2% |
| Admin fee / account holder | $2,994 | $10,925-72.6% | $7,493-60.0% | $11,429-73.8% |