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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 | $26,453 | $82,678-68.0% | $125,391-78.9% | $68,490-61.4% |
| Participation rate | 63.1% | 75.1%-12.0pp | 82.4%-19.3pp | 67.9%-4.8pp |
| Annual return | -15.67% | -5.97%-9.7pp | 572.41%-588.1pp | -7.85%-7.8pp |
| Employer contribution / active EE | $293 | $3,382-91.3% | $4,816-93.9% | $2,597-88.7% |
| Participant deferral / active EE | $3,716 | $6,111-39.2% | $7,448-50.1% | $4,028-7.7% |
| Admin fee / account holder | $379 | $6,277-94.0% | $10,009-96.2% | $5,403-93.0% |