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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 | $79,877 | $131,835-39.4% | $108,582-26.4% | $273,972-70.8% |
| Participation rate | 36.4% | 83.5%-47.1pp | 79.6%-43.2pp | 83.0%-46.7pp |
| Annual return | 4.99% | -91.57%+96.6pp | -51.70%+56.7pp | 41.46%-36.5pp |
| Employer contribution / active EE | $725 | $4,913-85.2% | $3,758-80.7% | $4,869-85.1% |
| Participant deferral / active EE | $2,701 | $5,127-47.3% | $4,311-37.3% | $5,287-48.9% |
| Admin fee / account holder | $2,961 | $10,253-71.1% | $7,645-61.3% | $10,133-70.8% |