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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 | $46,146 | $134,001-65.6% | $112,258-58.9% | $134,509-65.7% |
| Participation rate | 53.3% | 78.6%-25.2pp | 75.1%-21.7pp | 81.2%-27.9pp |
| Annual return | -16.94% | 47.15%-64.1pp | 27.47%-44.4pp | 418.13%-435.1pp |
| Employer contribution / active EE | $390 | $4,039-90.3% | $3,636-89.3% | $4,741-91.8% |
| Participant deferral / active EE | $2,325 | $5,291-56.1% | $4,728-50.8% | $6,400-63.7% |
| Admin fee / account holder | $472 | $7,491-93.7% | $6,411-92.6% | $11,427-95.9% |