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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 | $27,796 | $100,805-72.4% | $86,698-67.9% | $134,532-79.3% |
| Participation rate | 60.0% | 79.0%-19.0pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -13.49% | 29.09%-42.6pp | 35.95%-49.4pp | 418.27%-431.8pp |
| Employer contribution / active EE | $690 | $3,490-80.2% | $2,837-75.7% | $4,741-85.4% |
| Participant deferral / active EE | $2,158 | $5,339-59.6% | $4,656-53.6% | $6,401-66.3% |
| Admin fee / account holder | $481 | $10,925-95.6% | $7,493-93.6% | $11,429-95.8% |