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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 | $39,906 | $100,792-60.4% | $86,691-54.0% | $134,509-70.3% |
| Participation rate | 52.9% | 78.9%-26.0pp | 76.6%-23.6pp | 81.2%-28.3pp |
| Annual return | -12.94% | 29.08%-42.0pp | 35.94%-48.9pp | 418.13%-431.1pp |
| Employer contribution / active EE | $594 | $3,491-83.0% | $2,837-79.1% | $4,741-87.5% |
| Participant deferral / active EE | $1,904 | $5,339-64.3% | $4,656-59.1% | $6,400-70.2% |
| Admin fee / account holder | $1,313 | $10,924-88.0% | $7,492-82.5% | $11,427-88.5% |