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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 | $55,296 | $82,314-32.8% | $68,808-19.6% | $134,532-58.9% |
| Participation rate | 21.7% | 75.1%-53.3pp | 69.0%-47.3pp | 81.2%-59.5pp |
| Annual return | -17.92% | -2.18%-15.7pp | -6.37%-11.6pp | 418.27%-436.2pp |
| Employer contribution / active EE | $114 | $3,301-96.6% | $2,656-95.7% | $4,741-97.6% |
| Participant deferral / active EE | $1,816 | $4,740-61.7% | $3,942-53.9% | $6,401-71.6% |
| Admin fee / account holder | $854 | $6,484-86.8% | $4,936-82.7% | $11,429-92.5% |