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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 | $34,472 | $142,409-75.8% | $119,634-71.2% | $134,545-74.4% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -18.01% | -12.46%-5.5pp | -14.98%-3.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $928 | $5,224-82.2% | $4,232-78.1% | $4,742-80.4% |
| Participant deferral / active EE | $3,017 | $6,468-53.4% | $5,601-46.1% | $6,401-52.9% |
| Admin fee / account holder | $3,878 | $13,594-71.5% | $10,329-62.5% | $11,431-66.1% |