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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 | $24,519 | $69,012-64.5% | $160,037-84.7% | $68,490-64.2% |
| Participation rate | 53.7% | 65.4%-11.8pp | 78.0%-24.3pp | 67.9%-14.2pp |
| Annual return | -16.04% | -9.65%-6.4pp | 408.95%-425.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $366 | $2,212-83.5% | $4,226-91.3% | $2,597-85.9% |
| Participant deferral / active EE | $1,809 | $4,212-57.0% | $6,184-70.7% | $4,028-55.1% |
| Admin fee / account holder | $698 | $4,798-85.4% | $8,716-92.0% | $5,403-87.1% |