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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 | $73,147 | $100,805-27.4% | $86,698-15.6% | $134,532-45.6% |
| Participation rate | 55.0% | 79.0%-24.0pp | 76.6%-21.6pp | 81.2%-26.2pp |
| Annual return | -4.07% | 29.09%-33.2pp | 35.95%-40.0pp | 418.27%-422.3pp |
| Employer contribution / active EE | $254 | $3,490-92.7% | $2,837-91.0% | $4,741-94.6% |
| Participant deferral / active EE | $5,079 | $5,339-4.9% | $4,656+9.1% | $6,401-20.7% |
| Admin fee / account holder | $473 | $10,925-95.7% | $7,493-93.7% | $11,429-95.9% |