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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 | $23,211 | $100,805-77.0% | $86,698-73.2% | $134,532-82.7% |
| Participation rate | 18.2% | 79.0%-60.8pp | 76.6%-58.4pp | 81.2%-63.0pp |
| Annual return | -16.47% | 29.09%-45.6pp | 35.95%-52.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $416 | $3,490-88.1% | $2,837-85.3% | $4,741-91.2% |
| Participant deferral / active EE | $2,071 | $5,339-61.2% | $4,656-55.5% | $6,401-67.6% |
| Admin fee / account holder | $1,355 | $10,925-87.6% | $7,493-81.9% | $11,429-88.1% |