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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 | $52,926 | $95,895-44.8% | $79,576-33.5% | $134,509-60.7% |
| Participation rate | 27.3% | 75.0%-47.8pp | 69.5%-42.2pp | 81.2%-54.0pp |
| Annual return | -20.30% | -2.72%-17.6pp | 0.15%-20.5pp | 418.13%-438.4pp |
| Employer contribution / active EE | $197 | $3,128-93.7% | $2,413-91.8% | $4,741-95.8% |
| Participant deferral / active EE | $4,510 | $4,693-3.9% | $3,985+13.2% | $6,400-29.5% |
| Admin fee / account holder | $1,455 | $9,129-84.1% | $6,834-78.7% | $11,427-87.3% |