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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 | $73,722 | $133,981-45.0% | $112,249-34.3% | $134,532-45.2% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -15.34% | 47.16%-62.5pp | 27.48%-42.8pp | 418.27%-433.6pp |
| Employer contribution / active EE | $791 | $4,040-80.4% | $3,636-78.3% | $4,741-83.3% |
| Participant deferral / active EE | $2,807 | $5,292-46.9% | $4,729-40.6% | $6,401-56.1% |
| Admin fee / account holder | $68,954 | $7,492+820.4% | $6,412+975.3% | $11,429+503.3% |