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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 | $23,210 | $100,805-77.0% | $86,698-73.2% | $134,532-82.7% |
| Participation rate | 46.7% | 79.0%-32.3pp | 76.6%-29.9pp | 81.2%-34.6pp |
| Annual return | -13.57% | 29.09%-42.7pp | 35.95%-49.5pp | 418.27%-431.8pp |
| Employer contribution / active EE | $579 | $3,490-83.4% | $2,837-79.6% | $4,741-87.8% |
| Participant deferral / active EE | $1,992 | $5,339-62.7% | $4,656-57.2% | $6,401-68.9% |
| Admin fee / account holder | $888 | $10,925-91.9% | $7,493-88.1% | $11,429-92.2% |