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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 | $29,368 | $57,352-48.8% | $83,830-65.0% | $64,173-54.2% |
| Participation rate | 67.7% | 68.6%-0.9pp | 76.1%-8.4pp | 69.6%-1.8pp |
| Annual return | -6.53% | 11.38%-17.9pp | 850.97%-857.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $262 | $2,546-89.7% | $3,631-92.8% | $2,381-89.0% |
| Participant deferral / active EE | $1,851 | $2,993-38.1% | $4,082-54.6% | $3,470-46.6% |
| Admin fee / account holder | $3,954 | $4,046-2.3% | $5,479-27.8% | $4,887-19.1% |