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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 | $43,873 | $72,404-39.4% | $110,243-60.2% | $64,173-31.6% |
| Participation rate | 58.3% | 73.3%-15.0pp | 79.8%-21.5pp | 69.6%-11.2pp |
| Annual return | -6.47% | -6.29%-0.2pp | 314.76%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $374 | $2,282-83.6% | $3,827-90.2% | $2,381-84.3% |
| Participant deferral / active EE | $2,227 | $3,469-35.8% | $4,672-52.3% | $3,470-35.8% |
| Admin fee / account holder | $2,434 | $5,664-57.0% | $8,548-71.5% | $4,887-50.2% |