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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 | $86,018 | $112,300-23.4% | $90,223-4.7% | $125,393-31.4% |
| Participation rate | 62.5% | 82.9%-20.4pp | 79.0%-16.5pp | 83.2%-20.7pp |
| Annual return | -3.36% | -0.57%-2.8pp | 1.31%-4.7pp | 282.23%-285.6pp |
| Employer contribution / active EE | $875 | $5,181-83.1% | $4,378-80.0% | $4,866-82.0% |
| Participant deferral / active EE | $4,053 | $6,733-39.8% | $5,792-30.0% | $5,351-24.3% |
| Admin fee / account holder | $15,375 | $10,990+39.9% | $7,406+107.6% | $9,541+61.2% |