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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 | $23,248 | $75,959-69.4% | $154,114-84.9% | $64,181-63.8% |
| Participation rate | 52.1% | 70.4%-18.3pp | 83.0%-31.0pp | 69.6%-17.5pp |
| Annual return | -4.31% | 30.32%-34.6pp | 735.16%-739.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $232 | $3,350-93.1% | $5,298-95.6% | $2,381-90.3% |
| Participant deferral / active EE | $1,531 | $3,175-51.8% | $5,081-69.9% | $3,470-55.9% |
| Admin fee / account holder | $7,999 | $5,589+43.1% | $13,411-40.4% | $4,887+63.7% |