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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 | $61,433 | $95,915-36.0% | $79,580-22.8% | $134,532-54.3% |
| Participation rate | 41.7% | 75.0%-33.4pp | 69.5%-27.8pp | 81.2%-39.6pp |
| Annual return | -18.46% | -2.71%-15.7pp | 0.15%-18.6pp | 418.27%-436.7pp |
| Employer contribution / active EE | $446 | $3,129-85.8% | $2,413-81.5% | $4,741-90.6% |
| Participant deferral / active EE | $1,867 | $4,693-60.2% | $3,985-53.1% | $6,401-70.8% |
| Admin fee / account holder | $542 | $9,132-94.1% | $6,835-92.1% | $11,429-95.3% |