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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 | $43,227 | $87,016-50.3% | $63,244-31.7% | $125,388-65.5% |
| Participation rate | 45.0% | 77.1%-32.1pp | 71.0%-26.0pp | 83.2%-38.2pp |
| Annual return | -1.95% | 21.71%-23.7pp | -70.31%+68.4pp | 282.24%-284.2pp |
| Employer contribution / active EE | $146 | $3,601-95.9% | $2,322-93.7% | $4,866-97.0% |
| Participant deferral / active EE | $846 | $3,939-78.5% | $2,953-71.3% | $5,352-84.2% |
| Admin fee / account holder | $5,017 | $11,954-58.0% | $5,893-14.9% | $9,541-47.4% |