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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 | $41,061 | $142,392-71.2% | $119,622-65.7% | $134,532-69.5% |
| Participation rate | 28.6% | 82.8%-54.3pp | 79.3%-50.7pp | 81.2%-52.7pp |
| Annual return | -19.69% | -12.46%-7.2pp | -14.98%-4.7pp | 418.27%-438.0pp |
| Employer contribution / active EE | $740 | $5,224-85.8% | $4,232-82.5% | $4,741-84.4% |
| Participant deferral / active EE | $2,240 | $6,467-65.4% | $5,601-60.0% | $6,401-65.0% |
| Admin fee / account holder | $317 | $13,593-97.7% | $10,328-96.9% | $11,429-97.2% |