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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 | $38,625 | $167,353-76.9% | $143,797-73.1% | $134,545-71.3% |
| Participation rate | 65.0% | 84.8%-19.8pp | 80.3%-15.3pp | 81.2%-16.2pp |
| Annual return | -17.37% | 0.48%-17.9pp | -0.04%-17.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $684 | $5,620-87.8% | $4,952-86.2% | $4,742-85.6% |
| Participant deferral / active EE | $3,275 | $6,447-49.2% | $5,638-41.9% | $6,401-48.8% |
| Admin fee / account holder | $317 | $18,096-98.2% | $14,679-97.8% | $11,431-97.2% |