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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 | $39,735 | $95,895-58.6% | $79,576-50.1% | $134,509-70.5% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -18.78% | -2.72%-16.1pp | 0.15%-18.9pp | 418.13%-436.9pp |
| Employer contribution / active EE | $425 | $3,128-86.4% | $2,413-82.4% | $4,741-91.0% |
| Participant deferral / active EE | $2,141 | $4,693-54.4% | $3,985-46.3% | $6,400-66.6% |
| Admin fee / account holder | $340 | $9,129-96.3% | $6,834-95.0% | $11,427-97.0% |