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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 | $41,216 | $95,917-57.0% | $79,583-48.2% | $134,545-69.4% |
| Participation rate | 62.5% | 75.0%-12.5pp | 69.5%-7.0pp | 81.2%-18.7pp |
| Annual return | -18.96% | -2.70%-16.3pp | 0.16%-19.1pp | 418.37%-437.3pp |
| Employer contribution / active EE | $328 | $3,129-89.5% | $2,414-86.4% | $4,742-93.1% |
| Participant deferral / active EE | $6,377 | $4,694+35.9% | $3,986+60.0% | $6,401-0.4% |
| Admin fee / account holder | $1,061 | $9,132-88.4% | $6,835-84.5% | $11,431-90.7% |