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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 | $64,483 | $49,177+31.1% | $79,467-18.9% | $64,173+0.5% |
| Participation rate | 55.4% | 65.0%-9.6pp | 73.3%-17.9pp | 69.6%-14.2pp |
| Annual return | -6.15% | -1.16%-5.0pp | 718.30%-724.5pp | 7.63%-13.8pp |
| Employer contribution / active EE | $168 | $2,076-91.9% | $2,800-94.0% | $2,381-92.9% |
| Participant deferral / active EE | $2,256 | $2,821-20.0% | $3,704-39.1% | $3,470-35.0% |
| Admin fee / account holder | $7,300 | $3,839+90.2% | $5,104+43.0% | $4,887+49.4% |