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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 | $55,857 | $95,979-41.8% | $74,551-25.1% | $135,380-58.7% |
| Participation rate | 8.7% | 75.7%-67.0pp | 69.1%-60.4pp | 82.6%-73.9pp |
| Annual return | -4.76% | 56.97%-61.7pp | 32.53%-37.3pp | 519.81%-524.6pp |
| Employer contribution / active EE | $306 | $2,716-88.7% | $1,961-84.4% | $4,779-93.6% |
| Participant deferral / active EE | $1,806 | $3,844-53.0% | $3,108-41.9% | $5,609-67.8% |
| Admin fee / account holder | $1,423 | $6,522-78.2% | $5,059-71.9% | $10,828-86.9% |