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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 | $25,221 | $95,895-73.7% | $79,576-68.3% | $134,509-81.2% |
| Participation rate | 58.8% | 75.0%-16.2pp | 69.5%-10.7pp | 81.2%-22.4pp |
| Annual return | -18.76% | -2.72%-16.0pp | 0.15%-18.9pp | 418.13%-436.9pp |
| Employer contribution / active EE | $398 | $3,128-87.3% | $2,413-83.5% | $4,741-91.6% |
| Participant deferral / active EE | $2,855 | $4,693-39.2% | $3,985-28.4% | $6,400-55.4% |
| Admin fee / account holder | $2,334 | $9,129-74.4% | $6,834-65.9% | $11,427-79.6% |