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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 | $27,758 | $68,996-59.8% | $159,991-82.7% | $68,495-59.5% |
| Participation rate | 34.3% | 65.4%-31.1pp | 78.0%-43.7pp | 67.9%-33.6pp |
| Annual return | -12.08% | -9.65%-2.4pp | 408.82%-420.9pp | -7.84%-4.2pp |
| Employer contribution / active EE | $242 | $2,212-89.1% | $4,225-94.3% | $2,596-90.7% |
| Participant deferral / active EE | $2,419 | $4,211-42.5% | $6,183-60.9% | $4,028-39.9% |
| Admin fee / account holder | $15,894 | $4,797+231.3% | $8,715+82.4% | $5,403+194.2% |