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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 | $88,480 | $134,001-34.0% | $112,258-21.2% | $134,509-34.2% |
| Participation rate | 61.9% | 78.6%-16.7pp | 75.1%-13.2pp | 81.2%-19.3pp |
| Annual return | -19.77% | 47.15%-66.9pp | 27.47%-47.2pp | 418.13%-437.9pp |
| Employer contribution / active EE | $357 | $4,039-91.2% | $3,636-90.2% | $4,741-92.5% |
| Participant deferral / active EE | $3,134 | $5,291-40.8% | $4,728-33.7% | $6,400-51.0% |
| Admin fee / account holder | $3,461 | $7,491-53.8% | $6,411-46.0% | $11,427-69.7% |