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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 | $56,576 | $49,177+15.0% | $79,467-28.8% | $64,173-11.8% |
| Participation rate | 52.8% | 65.0%-12.3pp | 73.3%-20.6pp | 69.6%-16.8pp |
| Annual return | -4.36% | -1.16%-3.2pp | 718.30%-722.7pp | 7.63%-12.0pp |
| Employer contribution / active EE | $152 | $2,076-92.7% | $2,800-94.6% | $2,381-93.6% |
| Participant deferral / active EE | $3,600 | $2,821+27.6% | $3,704-2.8% | $3,470+3.8% |
| Admin fee / account holder | $2,908 | $3,839-24.3% | $5,104-43.0% | $4,887-40.5% |