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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 | $66,010 | $105,867-37.6% | $90,760-27.3% | $134,532-50.9% |
| Participation rate | 54.5% | 78.3%-23.7pp | 75.7%-21.1pp | 81.2%-26.7pp |
| Annual return | -12.36% | -10.99%-1.4pp | -12.16%-0.2pp | 418.27%-430.6pp |
| Employer contribution / active EE | $498 | $3,464-85.6% | $2,922-83.0% | $4,741-89.5% |
| Participant deferral / active EE | $1,611 | $5,217-69.1% | $4,565-64.7% | $6,401-74.8% |
| Admin fee / account holder | $4,626 | $13,936-66.8% | $8,444-45.2% | $11,429-59.5% |