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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 | $28,619 | $133,981-78.6% | $112,249-74.5% | $134,532-78.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -3.74% | 47.16%-50.9pp | 27.48%-31.2pp | 418.27%-422.0pp |
| Employer contribution / active EE | $501 | $4,040-87.6% | $3,636-86.2% | $4,741-89.4% |
| Participant deferral / active EE | $2,097 | $5,292-60.4% | $4,729-55.7% | $6,401-67.2% |
| Admin fee / account holder | $5,070 | $7,492-32.3% | $6,412-20.9% | $11,429-55.6% |