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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 | $19,290 | $105,867-81.8% | $90,760-78.7% | $134,532-85.7% |
| Participation rate | 53.8% | 78.3%-24.4pp | 75.7%-21.8pp | 81.2%-27.4pp |
| Annual return | -18.23% | -10.99%-7.2pp | -12.16%-6.1pp | 418.27%-436.5pp |
| Employer contribution / active EE | $628 | $3,464-81.9% | $2,922-78.5% | $4,741-86.8% |
| Participant deferral / active EE | $3,304 | $5,217-36.7% | $4,565-27.6% | $6,401-48.4% |
| Admin fee / account holder | $1,699 | $13,936-87.8% | $8,444-79.9% | $11,429-85.1% |