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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 | $34,386 | $142,409-75.9% | $119,634-71.3% | $134,545-74.4% |
| Participation rate | 42.1% | 82.8%-40.7pp | 79.3%-37.2pp | 81.2%-39.1pp |
| Annual return | 6.58% | -12.46%+19.0pp | -14.98%+21.6pp | 418.37%-411.8pp |
| Employer contribution / active EE | $791 | $5,224-84.9% | $4,232-81.3% | $4,742-83.3% |
| Participant deferral / active EE | $1,988 | $6,468-69.3% | $5,601-64.5% | $6,401-68.9% |
| Admin fee / account holder | $10,155 | $13,594-25.3% | $10,329-1.7% | $11,431-11.2% |