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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 | $55,782 | $93,117-40.1% | $77,096-27.6% | $134,532-58.5% |
| Participation rate | 60.9% | 74.5%-13.6pp | 67.9%-7.1pp | 81.2%-20.4pp |
| Annual return | -15.71% | 62.67%-78.4pp | 42.35%-58.1pp | 418.27%-434.0pp |
| Employer contribution / active EE | $149 | $3,420-95.7% | $2,814-94.7% | $4,741-96.9% |
| Participant deferral / active EE | $3,024 | $5,241-42.3% | $4,429-31.7% | $6,401-52.8% |
| Admin fee / account holder | $868 | $6,948-87.5% | $5,428-84.0% | $11,429-92.4% |