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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 | $53,749 | $133,998-59.9% | $112,263-52.1% | $134,545-60.1% |
| Participation rate | 26.7% | 78.6%-51.9pp | 75.1%-48.4pp | 81.2%-54.6pp |
| Annual return | -10.43% | 47.17%-57.6pp | 27.49%-37.9pp | 418.37%-428.8pp |
| Employer contribution / active EE | $565 | $4,040-86.0% | $3,636-84.5% | $4,742-88.1% |
| Participant deferral / active EE | $3,128 | $5,292-40.9% | $4,729-33.9% | $6,401-51.1% |
| Admin fee / account holder | $892 | $7,493-88.1% | $6,410-86.1% | $11,431-92.2% |