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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 | $44,767 | $82,674-45.9% | $125,363-64.3% | $68,495-34.6% |
| Participation rate | 58.0% | 75.0%-17.1pp | 82.4%-24.4pp | 67.9%-9.9pp |
| Annual return | -17.55% | -5.97%-11.6pp | 572.15%-589.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $110 | $3,382-96.7% | $4,815-97.7% | $2,596-95.8% |
| Participant deferral / active EE | $6,634 | $6,111+8.6% | $7,447-10.9% | $4,028+64.7% |
| Admin fee / account holder | $8,734 | $6,276+39.2% | $10,005-12.7% | $5,403+61.6% |